Kaufman Hall Investment Management

Overview

Kaufman Hall Investment Management is an SEC registered investment adviser based in Brentwood, TN, registered since 2023. It reports $2.8B in assets under management across 59 accounts, with 9 employees.

Reported AUM

$2.8B

Discretionary

100%

Accounts

59

Average account

$47.8M

Employees

9

Registered since

2023

Jurisdictions

4

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Valerie Louise Witmer Chief Compliance Officer CRD 8063247
• Britt Adelbert Cesarone Senior Vice President CRD 2427750
• Robert Nicholas Turner Vice President CRD 4705601

Location

Headquarters

10 Cadillac Dr Ste 120
Brentwood, TN 37027

County

Williamson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: khim.com

Every state, with registration dates

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