John F. Robertson

KUHN & COMPANY INVESTMENT COUNSEL

Naples, FL

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CRD#: 4582448

Professional summary

John F Robertson, who also goes by John F. Robertson, is a registered financial advisor currently at KUHN & COMPANY INVESTMENT COUNSEL, LLC located in Naples, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John F. Robertson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

12/2020 Robertson Family Investments LLC; Family Investment Office; CEO/CIO; Investment Related; Naples, FL; Approximately 40 hours per month, principally during securities trading hours; "family office" manages the investments (investment decisions and execution) belonging to the trusts and estates associated with immediate family (no third party assets) and coordinates work of third party brokerage firms, lawyers and accountants.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John F Robertson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 12, 2021 - Present

KUHN & COMPANY INVESTMENT COUNSEL, LLC

RIA

CRD#: 306434

Naples, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KUHN & COMPANY INVESTMENT COUNSEL, LLC

KUHN & COMPANY INVESTMENT COUNSEL, LLC | KUHN & COMPNAY INVESTMENT COUNSEL, LLC

CRD#: 306434 / SEC#: 801-126088

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

Illinois

Registered Investment Advisory firm - (8/19/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/27/2024)

IAR

Illinois
(10/12/2021)

IAR

Indiana
(5/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

KUHN & COMPANY INVESTMENT COUNSEL, LLC

KUHN & COMPANY INVESTMENT COUNSEL, LLC | KUHN & COMPNAY INVESTMENT COUNSEL, LLC

CRD#: 306434 / SEC#: 801-126088

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

Illinois

Registered Investment Advisory firm - (8/19/2022 Terminated)

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Contact information

Main Address

8770 W Bryn Mawr Ave Suite 710, Chicago, IL 60631

Mailing Address

Phone number

(630) 416-7700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KUHN & COMPANY INVESTMENT COUNSEL, LLC ADV BROCHURE SEC REGISTERED (3/18/2025)

Regulatory assets under management

Total Number of Accounts	176
AUM (Assets Under Management)	$ 153,436,260

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John F. Robertson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John F Robertson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KUHN & COMPANY INVESTMENT COUNSEL, LLC

Primary Firm SEC Registration

KUHN & COMPANY INVESTMENT COUNSEL, LLC

State Registrations and Notice Filings

Exams

Current Firm

KUHN & COMPANY INVESTMENT COUNSEL, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KUHN & COMPANY INVESTMENT COUNSEL, LLC

TRUST BUT VERIFY

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