KUHN CAPITAL PARTNERS

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Adviser Profile

Registration status Registration Changed to KUHN CAPITAL PARTNERS, LLC
As of Date 05/04/2025
Adviser Type
Number of Employees 7
of those in investment advisory functions 5 25.00%
AUM* 125,847,308 33.52%
of that, discretionary 123,347,308 31.40%
Private Fund GAV* 0 -100.00%
Avg Account Size 171,923 25.50%
% High Net Worth 78.99% 176.45%
SMA’s No
Private Funds 0
Contact Info 800 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees