Kutz and Company provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Kutz and Company reports 66 clients. They include 39 individual clients and 27 high-net-worth individuals. Of its assets, 100.0% ($115M across 132 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 9% |
| High-net-worth individuals | 41% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 39 | $10.9M | 9.5% | $280K |
| High-net-worth individuals | 27 | $104M | 90.5% | $3.87M |
| Total | 66 | $115M | 100% | $1.75M |
- Clients
- 39
- Regulatory AUM
- $10.9M
- AUM share
- 9.5%
- Avg. per client
- $280K
- Clients
- 27
- Regulatory AUM
- $104M
- AUM share
- 90.5%
- Avg. per client
- $3.87M
Total
- Clients
- 66
- Regulatory AUM
- $115M
- AUM share
- 100%
- Avg. per client
- $1.75M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Kutz and Company charges 0.67%–1.00% a year for its Discretionary Asset Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Financial Planning
- Comprehensive financial planning is charged at a fixed hourly rate of $275 per hour (negotiable), billed only after the service is performed.
Andrew Kutz owns 75% or more of Kutz and Company. The leadership team of Kutz and Company includes President Andrew Kutz. It has 2 employees.
Leadership
- Andrew KutzPresident/CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Kutz and Company Inc.
Andrew Kutz
Control person · since December 1995
Kutz and Company’s regulatory assets grew from $84.3M (January 2021) to $115M (March 2026); clients were 66 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $115M | 66 | 2 | 1 |
| Jan 2025January 2025 | $103M | 64 | 3 | 1 |
| Mar 2024March 2024 | $93.3M | 73 | 3 | 1 |
| Mar 2023March 2023 | $85.7M | 79 | 3 | 1 |
| Jan 2022January 2022 | $100M | 72 | 2 | 1 |
| Jan 2021January 2021 | $84.3M | 66 | 2 | 1 |
Besides its headquarters, Kutz and Company has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 475 Northern BLVD, Ste 26, Great NeckHQ
Contact and registration details
- Legal name
- Kutz and Company Inc.
- Headquarters
- 475 Northern BLVD, Ste 26, Great Neck, NY 11021
- Website
- Not reported
- Phone
- 516-482-1158
- SEC file
- 801-111680
- Structure
- New York corporation
- Fiscal year end
- December
Kutz and Company’s named custodian for separately managed accounts is Charles Schwab ($115M). Kutz and Company does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $115M100%
At year end, Kutz and Company’s separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks1%
- Funds94%
- Bonds1%
- Cash4%
How many clients does Kutz and Company have?
Kutz and Company has 66 clients and manages $115 million for them, as of March 2026. They include 39 individual clients and 27 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Kutz and Company offer?
Kutz and Company provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kutz and Company charge?
Kutz and Company charges 0.67%–1.00% a year for its Discretionary Asset Management. The fee is billed in arrears and is negotiable.
Which custodians does Kutz and Company use?
Kutz and Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $115M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Kutz and Company have?
Kutz and Company has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kutz and Company invest in?
At the end of its last fiscal year, Kutz and Company’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kutz and Company?
Kutz and Company’s direct owner is Andrew Kutz (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Kutz and Company get paid?
Kutz and Company is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kutz and Company?
Kutz and Company’s main office is at 475 Northern BLVD, Ste 26, Great Neck, NY 11021. Its phone number is 516-482-1158.