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Adviser Profile

Registration status Registration Changed to KUHN CAPITAL PARTNERS, LLC
As of Date 01/10/2020
Adviser Type
Number of Employees 9
of those in investment advisory functions 9 12.50%
AUM* 31,469,945 20.92%
of that, discretionary 31,469,945 84.85%
Private Fund GAV* 0
Avg Account Size 93,661 -0.31%
% High Net Worth 98.81% -1.19%
SMA’s Yes
Private Funds 0

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

31M 27M 22M 18M 13M 9M 4M
2018 2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees