RIA Intel›Advisers›Tennessee›KAUFMAN HALL INVESTMENT MANAGEMENT, LLC

KAUFMAN HALL INVESTMENT MANAGEMENT, LLC

Advisory

N·BRENTWOOD, TN

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM
$2.8B
1-Year AUM Growth
+97.3%
3-Year CAGR
—
Employees
7
Assets Under Management
Total AUM$2.8B
Discretionary AUM$2.8B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees7
Investment Advisers9
Employee Growth (1Y)+75.0%
Filing History
Total Filings on Record7
First FilingNov 3, 2023
Latest FilingMar 12, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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