L.M. KOHN & COMPANY
  • L.M. KOHN & COMPANY
  • A. TURNER FINANCIAL
  • VISION FINANCIAL PARTNERS
  • TRUE HARBOUR WEALTH MANAGEMENT
  • THE TATLAN GROUP
  • TANKE FINANCIAL GROUP
  • ROBERT BRYAN FITZPATRICK PC
  • PRIVATE WEALTH & RETIREMENT SERVICES, LLC
  • PREFERRED PENSION SOLUTIONS
  • PLANNING WORKS, LLC
  • PILOT WEALTH MANAGEMENT
  • PARADIGM BENEFITS, LLC
  • NORRIS & COMPANY WEALTH MANAGEMENT, LLC
  • MILLENNIUM FINANCIAL
  • MAYHEW WEALTH MANAGEMENT
  • M3 WEALTH MANAGEMENT
  • LOVE & ASSOCIATES
  • LOOMIS WEALTH MANAGEMENT, LLC.
  • LM KOHN NORTH
  • LIGHTHOUSE AGENCY INC.
  • KOHN WEALTH MANAGEMENT ADVISORS, LLC.
  • KOHN FINANCIAL CORPORATION
  • JMK WEALTH ADVISORS
  • JLA CAPITAL
  • GROUP PLANS INSURANCE AGENCY INC - A DIVISION OF SHEAKLEY
  • GREEN & HALLIBURTON, INC.
  • FINANCIAL DESIGNS, LLC
  • CYR FINANCIAL SERVICES / SHAREFAX FINANCIAL SERVICES
  • CORNERSTONE PENSION CONSULTING
  • CONWAY FINANCIAL GROUP
  • CITIZENS FINANCIAL SERVICES
  • CGI WEALTH MANAGEMENT
  • CARPENTER WEALTH MANAGEMENT
  • BUTLER BENEFIT BROKERS INC.
  • BAKER & COMPANY
  • ART ROSSER FINANCIAL SERVICES GROUP
  • ALDYN CAPITAL, LLC
  • M3 WEALTH MANAGEMENT/KING FINANCIAL INC./PINZONE FINANCIAL SERVICES/HEALY FINANCIAL SERVICES
  • L.M. KOHN NORTH
  • GELMAN PENSION CONSULTING/CORNERSTONE PENSION CONSULTING

Adviser Profile

As of Date 04/08/2025
Registration status Terminated
ADV Location CINCINNATI, OH, United States
Contact Info 513 xxxxxxx
Websites
AUM* 2,091,208,747 25%
of that, discretionary 849,204,591 37%
Number of Employees 85 -9%
of those in investment advisory functions 63 -10%
Private Fund GAV* 0
Avg Account Size 360,615 23%
% High Net Worth 13.43% -57%
SMA’s Yes
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 887M 710M 532M 355M 177M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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