RIA Intel›Advisers›Ohio›L.M. KOHN & COMPANY

L.M. KOHN & COMPANY

Advisory

N·CINCINNATI, OH

Data as of Dec 16, 2024 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

+25.1%

3-Year CAGR

+4.8%

Employees

63

Assets Under Management

Total AUM$2.1B

Discretionary AUM$849M

Non-Discretionary AUM$1.2B

Discretionary %40.6%

Total Clients3,641

Team

Total Employees63

Investment Advisers85

Employee Growth (1Y)-10.0%

Filing History

Total Filings on Record66

First FilingApr 9, 2001

Latest FilingDec 16, 2024

🔒 Full AUM trend chart and 66 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on L.M. KOHN & COMPANY

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.