KUHN ADVISORS, INC.

RIASEC RegisteredEst. 1993

Total AUM

$801M

Discretionary

$801M

100% of AUM

Avg account

$626K

Accounts

1,280

Employees

Advisory reps

Firm details

Headquarters: DURHAM, North Carolina
CRD number: 117816
Registered since: June 21, 1993
Website: kuhnadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.41%
Individuals2.92%
Charitable Organizations0.58%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kuhn Advisors, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1993. The firm focuses on individuals and families, offering fee-based financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. One industry mention: investor.com included Kuhn Advisors on a 2020 list of "Top RIA Firms to Watch."