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L.M. Kohn & Company
Founded by Larry M. Kohn and led alongside President Carl Hollister, L.M.
L.M. Kohn & Company
Founded by Larry M. Kohn and led alongside President Carl Hollister, L.M. Kohn & Company operated from Cincinnati as a multi-family office and hybrid Registered Investment Adviser-Broker-Dealer. The firm served families, individuals, and institutions by bundling investment management with comprehensive financial planning. In December 2025, Wealth Enhancement Group acquired the firm, absorbing its advisor team into a national network of specialists in tax, estate, and retirement planning. Before the acquisition, the firm’s investment posture combined public-market allocations with a deliberately constrained alternatives footprint. It held positions like the Grayscale Bitcoin Trust while explicitly avoiding direct co-investments, SPVs, insurance-linked risk, private credit, and private equity. Real estate holdings included the firm’s own headquarters in Blue Ash, Ohio and exposure through Sky High Investments, LLC in Windermere, Florida. The geographic focus remained concentrated in North America, serving clients across the United States. The team’s scale and staffing details are not publicly disclosed, but leadership operated through a tight-knit structure with Kohn as Founder-CEO and Hollister as President. Beyond core wealth management, Hollister maintained deep institutional ties through roles including Supreme President of AHEPA, membership in Leadership 100, and service on the RBC Wealth Management Advisory Board. Philanthropic structures associated with the principals include the Hillel Foundation at the University of Cincinnati and the Jewish Federation of Cincinnati. December 2025: Acquired by Wealth Enhancement Group, transitioning the firm's client relationships onto a larger platform (per Wealth Enhancement Group, December 2025). L.M. Kohn’s architecture stood out as a hybrid RIA-BD multi-family office embedded in a regional Midwestern city, far from coastal wealth centers. That dual-registration model—now integrated into Wealth Enhancement’s purely fiduciary RIA structure—allowed it to operate broker-dealer services alongside fee-based advisory, a flexibility most modern consolidators strip away upon acquisition.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
10151 Carver Rd, Suite 100, Cincinnati, OH 45242
Principals
Larry M. Kohn
Founder and CEO
Carl Hollister
President and Board Member
Sector focus
Frequently asked questions
Who ran investment decisions at L.M. Kohn & Company before the acquisition?
Larry M. Kohn served as Founder and CEO, and Carl Hollister served as President and Board Member. They jointly led the firm’s investment and advisory direction. Specific CIO or investment committee members beyond the named principals are not publicly detailed.
How does L.M. Kohn & Company source proprietary deal flow?
The firm did not pursue proprietary direct deal flow in private markets. Its research record explicitly excludes direct co-investments, SPVs, private equity, and private credit. Sourcing focused on public-market securities and select vehicles like the Grayscale Bitcoin Trust.
Does L.M. Kohn & Company participate in fund commitments or only direct deals?
Direct deals, co-investments, and SPVs were explicitly excluded from the firm's investment mandate. Its known liquid holdings include the Grayscale Bitcoin Trust, indicating a preference for publicly traded fund structures rather than limited-partnership commitments to private funds.
What is L.M. Kohn & Company’s known posture on co-investments alongside external GPs?
The firm does not participate in co-investments or SPVs alongside external general partners. This exclusion is a defined parameter of its investment approach, distinguishing it from multi-family offices that use co-investment rights as a core sourcing tool.
Which sectors does L.M. Kohn & Company explicitly avoid?
The firm explicitly avoids direct co-investments, SPVs, insurance-linked securities, private credit, private equity, and direct real estate. These negative screens suggest a deliberate public-markets and liquid-alternatives bias rather than a diversified alternatives program.
Is L.M. Kohn & Company structured as a single family office or a multi-family office?
It operated as a multi-family office before its 2025 acquisition, serving multiple families, individuals, and institutions. The hybrid RIA-BD structure allowed it to deliver both fiduciary advisory and brokerage services under one roof.
Does L.M. Kohn & Company maintain philanthropic structures, and how are they separated?
Principals are associated with the Hillel Foundation at the University of Cincinnati and the Jewish Federation of Cincinnati. These philanthropic relationships are tied to the individuals—particularly Carl Hollister’s extensive community and church leadership roles—and are not corporate arms of the firm.
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.
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