Overview
Assets Under Management: $170 million
Headquarters: OAK BROOK, IL
High-Net-Worth Clients: 134
Average Client Assets: $0.9 million
Frequently Asked Questions
KUHN CAPITAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283028), KUHN CAPITAL PARTNERS is subject to fiduciary duty under federal law.
KUHN CAPITAL PARTNERS is headquartered in OAK BROOK, IL.
KUHN CAPITAL PARTNERS serves 134 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, KUHN CAPITAL PARTNERS offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, selection of other advisors, and educational seminars and workshops. View all service details ↓
KUHN CAPITAL PARTNERS manages $170 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, KUHN CAPITAL PARTNERS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.06%
Average Client Assets: $0.9 million
Total Client Accounts: 271
Discretionary Accounts: 271
Regulatory Filings
CRD Number: 283028
Filing ID: 2083014
Last Filing Date: 2026-03-31 15:31:44