L.M. KOHN & COMPANY
CRD #27913 SEC #801-38116 CINCINNATI, OH 513-792-0301
SEC Registered Broker-Dealer
Total AUM
$2.1B
Discretionary
$849.2M
Employees
85
Clients
10
Accounts
5,799
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2.1B | $849.2M | $1.2B | 85 | 0 |
| Dec 2024 | $2.1B | $849.2M | $1.2B | 85 | 0 |
| Oct 2024 | $1.7B | $620.2M | $1.1B | 93 | 0 |
| Sep 2024 | $1.7B | $620.2M | $1.1B | 93 | 0 |
| Dec 2023 | $1.7B | $620.2M | $1.1B | 93 | 0 |
| Dec 2023 | $1.7B | $620.2M | $1.1B | 93 | 0 |
| Oct 2023 | $1.4B | $502M | $883.2M | 86 | 0 |
| Dec 2022 | $1.4B | $502M | $883.2M | 86 | 0 |
| Jan 2022 | $1.8B | $591.7M | $1.2B | 110 | 0 |
| Dec 2021 | $1.8B | $591.7M | $1.2B | 110 | 0 |
| Dec 2020 | $1.4B | $919.9M | $439.3M | 111 | 0 |
| Jun 2020 | $1.2B | $377.1M | $848.5M | 116 | 0 |
| Dec 2019 | $1.2B | $377.1M | $848.5M | 116 | 0 |
| Dec 2018 | $1.1B | $64.6M | $1B | 117 | 0 |
| Dec 2018 | $1.1B | $64.6M | $1B | 117 | 0 |
| Jan 2018 | $1.2B | $300.9M | $858.2M | 140 | 0 |
| Dec 2017 | $1.2B | $300.9M | $858.2M | 140 | 0 |
| Dec 2016 | $802.6M | $252.8M | $549.8M | 162 | 1,000 |
| May 2016 | $559.3M | $154.9M | $404.4M | 129 | 1,000 |
| Dec 2015 | $559.3M | $154.9M | $404.4M | 129 | 1,000 |
| Dec 2014 | $578.3M | $172.9M | $405.4M | 126 | 1,000 |
| Mar 2014 | $451.5M | $144.5M | $307M | 124 | 1,000 |
| Feb 2014 | $451.5M | $144.5M | $307M | 124 | 1,000 |
| Dec 2013 | $543.2M | $240.4M | $302.7M | 124 | 1,200 |
| Jul 2013 | $465M | $142M | $323M | 131 | 1,100 |
| Jun 2013 | $435M | $115M | $320M | 128 | 1,100 |
| Feb 2013 | $437.1M | $17.1M | $420M | 125 | 1,000 |
| Feb 2013 | $437.1M | $17.1M | $420M | 125 | 1,000 |
| Dec 2012 | $491.1M | $17.1M | $474M | 141 | 1,000 |
| Sep 2012 | $480M | $40M | $440M | 51 | 1,000 |
| Jul 2012 | $278.8M | $0 | $278.8M | 51 | 600 |
| Jul 2012 | $278.8M | $0 | $278.8M | 51 | 600 |
| Feb 2012 | $278.8M | $0 | $278.8M | 51 | 600 |
| Dec 2011 | $278.8M | $0 | $278.8M | 51 | 600 |
| Dec 2010 | $192.9M | $0 | $192.9M | 51 | -- |
| Dec 2007 | $87.7M | $0 | $87.7M | 51 | -- |
| Dec 2006 | $55M | $0 | $55M | 51 | -- |
| Jan 2006 | $37.4M | $0 | $37.4M | 51 | -- |
| Dec 2005 | $37.4M | $0 | $37.4M | 51 | -- |
| Aug 2004 | $29M | $0 | $29M | 51 | -- |
| Jun 2004 | $29M | $0 | $29M | 51 | -- |
| Mar 2004 | $29M | $0 | $29M | 51 | -- |
| Jan 2004 | $29M | $0 | $29M | 51 | -- |
| Dec 2003 | $29M | $0 | $29M | 51 | -- |
| Sep 2001 | $27.9M | $0 | $27.9M | -- | -- |
DateApr 2025
Total AUM$2.1B
Discretionary$849.2M
Non-Disc.$1.2B
Employees85
Clients0
DateDec 2024
Total AUM$2.1B
Discretionary$849.2M
Non-Disc.$1.2B
Employees85
Clients0
DateOct 2024
Total AUM$1.7B
Discretionary$620.2M
Non-Disc.$1.1B
Employees93
Clients0
DateSep 2024
Total AUM$1.7B
Discretionary$620.2M
Non-Disc.$1.1B
Employees93
Clients0
DateDec 2023
Total AUM$1.7B
Discretionary$620.2M
Non-Disc.$1.1B
Employees93
Clients0
DateDec 2023
Total AUM$1.7B
Discretionary$620.2M
Non-Disc.$1.1B
Employees93
Clients0
DateOct 2023
Total AUM$1.4B
Discretionary$502M
Non-Disc.$883.2M
Employees86
Clients0
DateDec 2022
Total AUM$1.4B
Discretionary$502M
Non-Disc.$883.2M
Employees86
Clients0
DateJan 2022
Total AUM$1.8B
Discretionary$591.7M
Non-Disc.$1.2B
Employees110
Clients0
DateDec 2021
Total AUM$1.8B
Discretionary$591.7M
Non-Disc.$1.2B
Employees110
Clients0
DateDec 2020
Total AUM$1.4B
Discretionary$919.9M
Non-Disc.$439.3M
Employees111
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$377.1M
Non-Disc.$848.5M
Employees116
Clients0
DateDec 2019
Total AUM$1.2B
Discretionary$377.1M
Non-Disc.$848.5M
Employees116
Clients0
DateDec 2018
Total AUM$1.1B
Discretionary$64.6M
Non-Disc.$1B
Employees117
Clients0
DateDec 2018
Total AUM$1.1B
Discretionary$64.6M
Non-Disc.$1B
Employees117
Clients0
DateJan 2018
Total AUM$1.2B
Discretionary$300.9M
Non-Disc.$858.2M
Employees140
Clients0
DateDec 2017
Total AUM$1.2B
Discretionary$300.9M
Non-Disc.$858.2M
Employees140
Clients0
DateDec 2016
Total AUM$802.6M
Discretionary$252.8M
Non-Disc.$549.8M
Employees162
Clients1,000
DateMay 2016
Total AUM$559.3M
Discretionary$154.9M
Non-Disc.$404.4M
Employees129
Clients1,000
DateDec 2015
Total AUM$559.3M
Discretionary$154.9M
Non-Disc.$404.4M
Employees129
Clients1,000
DateDec 2014
Total AUM$578.3M
Discretionary$172.9M
Non-Disc.$405.4M
Employees126
Clients1,000
DateMar 2014
Total AUM$451.5M
Discretionary$144.5M
Non-Disc.$307M
Employees124
Clients1,000
DateFeb 2014
Total AUM$451.5M
Discretionary$144.5M
Non-Disc.$307M
Employees124
Clients1,000
DateDec 2013
Total AUM$543.2M
Discretionary$240.4M
Non-Disc.$302.7M
Employees124
Clients1,200
DateJul 2013
Total AUM$465M
Discretionary$142M
Non-Disc.$323M
Employees131
Clients1,100
DateJun 2013
Total AUM$435M
Discretionary$115M
Non-Disc.$320M
Employees128
Clients1,100
DateFeb 2013
Total AUM$437.1M
Discretionary$17.1M
Non-Disc.$420M
Employees125
Clients1,000
DateFeb 2013
Total AUM$437.1M
Discretionary$17.1M
Non-Disc.$420M
Employees125
Clients1,000
DateDec 2012
Total AUM$491.1M
Discretionary$17.1M
Non-Disc.$474M
Employees141
Clients1,000
DateSep 2012
Total AUM$480M
Discretionary$40M
Non-Disc.$440M
Employees51
Clients1,000
DateJul 2012
Total AUM$278.8M
Discretionary$0
Non-Disc.$278.8M
Employees51
Clients600
DateJul 2012
Total AUM$278.8M
Discretionary$0
Non-Disc.$278.8M
Employees51
Clients600
DateFeb 2012
Total AUM$278.8M
Discretionary$0
Non-Disc.$278.8M
Employees51
Clients600
DateDec 2011
Total AUM$278.8M
Discretionary$0
Non-Disc.$278.8M
Employees51
Clients600
DateDec 2010
Total AUM$192.9M
Discretionary$0
Non-Disc.$192.9M
Employees51
Clients--
DateDec 2007
Total AUM$87.7M
Discretionary$0
Non-Disc.$87.7M
Employees51
Clients--
DateDec 2006
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees51
Clients--
DateJan 2006
Total AUM$37.4M
Discretionary$0
Non-Disc.$37.4M
Employees51
Clients--
DateDec 2005
Total AUM$37.4M
Discretionary$0
Non-Disc.$37.4M
Employees51
Clients--
DateAug 2004
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees51
Clients--
DateJun 2004
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees51
Clients--
DateMar 2004
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees51
Clients--
DateJan 2004
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees51
Clients--
DateDec 2003
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees51
Clients--
DateSep 2001
Total AUM$27.9M
Discretionary$0
Non-Disc.$27.9M
Employees--
Clients--