← Tributary

L.M. KOHN & COMPANY

CINCINNATI, OH · CRD 27913 · IAPD ↗ · lmkohn.com · 513-792-0301

$2.09BRegulatory AUM
63Advisory reps
85Employees
0Clients
1-10Planning clients
0Private funds
5States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2026 — L.M. KOHN & COMPANY (CINCINNATI, OH) left the SEC roster (was $2.09B RAUM, 63 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
January 2025 — L.M. KOHN & COMPANY shrank from 70 to 63 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
January 2025 — L.M. KOHN & COMPANY reported RAUM up 25% ($1.67B -> $2.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.