KUHN CAPITAL PARTNERS

RIASEC RegisteredEst. 2025

Total AUM

$170M

Discretionary

$170M

100% of AUM

Avg account

$627K

Accounts

271

Employees

Advisory reps

Firm details

Headquarters: OAK BROOK, Illinois
CRD number: 283028
Registered since: April 25, 2025
Website: kuhncp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI71.06%
Pooled Investment Vehicles15.42%
Individuals13.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kuhn Capital Partners is an independent registered investment adviser organized as an LLC and marked as SEC-registered in 2025. The firm identifies as a capital allocator that serves both individuals/families and institutional clients. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, selection of outside advisers, and educational workshops. Kuhn Capital Partners also operates as an insurance broker and runs a mixed fee program that can include percentage-of-AUM fees, fixed fees, performance-based fees and other fee arrangements. The firm reports it is not an active ESG investor and is not designated as a multi-state adviser in its filings.