Kaufman Hall Investment Management

$2.82BAssets under management
as of Jul 2026 · SEC Form ADV
Brentwood, TN
Visit website
No one on Advicer is connected to this yet.

Tech stack

No one at Kaufman Hall Investment Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
U.S. Bank
Per Form ADV · $403M held · filed Nov 2024
BNY
Per Form ADV · $258M held · filed Nov 2024
Salem Trust Company
Per Form ADV · $247M held · filed Nov 2024