Fee-only adviser · Deerfield, IL
JH Kaufman LLC
JH Kaufman LLC is a fee-only investment adviser registered with the securities regulators of California, Illinois, with a mailing address in Deerfield, Illinois (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 19, 2026, it reports $9.2M in regulatory assets under management, 16 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Illinois |
|---|---|
| Firm CRD number | 291053 |
| Office | Deerfield, IL (mailing address; office not published) |
| Phone | (925) 705-5170 |
| Website | maxg2.com |
| Regulatory assets under management | $9.2M |
| Individual clients | 16 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Deerfield
- Nadler Financial Group, Inc. $2.2B
- Roberts, Glore & Co. $938M
- Parkside Investments, LLC $1.4B
- Capital Resource Management,inc. $593M
See all 5 fee-only advisers in Deerfield →
Nearby
- Bannockburn 2 firms
- Lincolnshire 3 firms
- Northbrook 17 firms
- Highland Park 1 firm
- Buffalo Grove 4 firms
- Lake Forest 8 firms
- Vernon Hills 1 firm
- Glenview 3 firms
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