Updated:
Kutz And Company
Kutz And Company opened in 1995 under president Barry Kutz, operating from Great Neck, New York. The firm was built as an independent registered investment...
Kutz And Company
Kutz And Company opened in 1995 under president Barry Kutz, operating from Great Neck, New York. The firm was built as an independent registered investment adviser serving individuals, high-net-worth families, and small institutional accounts across the New York metropolitan area. It provides portfolio management, financial planning, and pension consulting, maintaining a generalist posture rather than specializing in a single asset class or sector. The advisor constructs client portfolios from individual equities, fixed income, mutual funds, and exchange-traded funds. Its pension consulting practice advises plan sponsors on investment policy statements, fund selection, and fiduciary oversight. The firm has not disclosed a dedicated alternative-investments sleeve or announced participation in venture, private equity, or real-asset co-investments, distinguishing it from multi-family offices that operate deal-by-deal direct-investment platforms. Kutz And Company runs from a single office in Great Neck and has not publicly disclosed total assets under management or headcount. The firm has not announced recent strategic hires, office expansions, or vehicle launches. No philanthropic foundation or adjacent operating business is associated with the entity in public filings or press reports. Kutz occupies a shrinking structural niche: the standalone, unaffiliated RIA serving a concentrated local client base without a multigenerational family-office label or a roll-up network affiliation. Many peers of this vintage and geography have sold to consolidators or merged into regional wealth-management platforms; Kutz has not publicly disclosed any transaction, succession plan, or external capital partnership.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Great Neck
Corporate office
Great Neck, NY, United States
Principals
Barry Kutz
President
Frequently asked questions
Who runs investment decisions at Kutz And Company?
Barry Kutz serves as president and the firm's principal decision-maker on investment strategy and portfolio construction. A typical practice for an advisory of this scale is for the president to function as CIO alongside his client-facing role. Kutz And Company has not publicly named an independent investment committee or additional portfolio managers.
Does Kutz And Company operate as a family office or a traditional RIA?
Kutz And Company is structured as a registered investment adviser, not a single-family office. It serves multiple unrelated clients—individuals, high-net-worth families, and entities—rather than managing capital exclusively for one family. The firm uses standard RIA custody and reporting infrastructure rather than the bespoke entity architecture typical of dedicated family offices.
Does the firm disclose participation in private investments or direct deals?
Kutz And Company has not publicly disclosed a private-investment program. Its stated services—portfolio management, financial planning, and pension consulting—suggest a focus on public-market securities and traditional advisory rather than private equity, venture capital, or real-asset co-investments. Allocators seeking direct-deal access or alternative-asset sourcing are unlikely to find a named program here.
Has Kutz And Company joined a larger wealth-management platform or aggregator?
No merger, acquisition, or platform affiliation has been publicly announced. Many independent RIAs of this vintage in the New York suburbs have sold to firms like Focus Financial, Hightower, or Mariner Wealth Advisors, but Kutz And Company appears to remain independently owned and operated from its Great Neck office.
What succession or continuity plan has the firm disclosed?
Kutz And Company has not publicly disclosed a succession plan, next-generation leadership, or external capital partner. For a firm founded in 1995 and still led by its original president, the absence of a named successor or buy-sell agreement is a structural consideration for clients with multi-decade planning horizons.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: