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L.m. Kohn & Company

CRD 27913SEC# 801-38116Cincinnati, OH
Export (members)
No longer SEC-registered. L.m. Kohn & Company appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.09B
Employees
85
Accounts
5,799
Location
Cincinnati, OH

L.m. Kohn & Company assets under management

L.m. Kohn & Company is an investment advisory firm registered with the SEC based in Cincinnati, OH. It reports $2.1 billion in regulatory assets under management and employs 85 people.

L.m. Kohn & Company owners & executives

4 reported
NameTitleOwnershipSince
Andrew Leonard Kohn ControlVice-President/Secretary/Assistant TreasurerUnder 5%2017
Carl Robert Hollister ControlPresidentUnder 5%2017
Larry Michael Kohn ControlCeo/Cob/TreasurerOver 75%1990
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Frequently asked questions

How much does L.m. Kohn & Company manage?

L.m. Kohn & Company reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does L.m. Kohn & Company have?

L.m. Kohn & Company reports 85 employees.

Where is L.m. Kohn & Company located?

L.m. Kohn & Company is based in Cincinnati, OH.

Does L.m. Kohn & Company disclose fund performance?

L.m. Kohn & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10151 Carver Rd., Suite 100, Cincinnati, OH 45242
Office hours8:30 a.m. To 5:30 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$849.2M
Non-discretionary$1.24B
Total (RAUM)$2.09B