Kuhn Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kuhn Advisors serves individual and high‑net‑worth clients, as well as trusts and charitable institutions, offering discretionary portfolio management, bundled financial planning and limited consulting services. The firm reports $800,783,297 in assets under management (all on a discretionary basis) and generally requires $1 million in managed assets for new advisory relationships, with some legacy clients holding different minimums.
The firm follows a value‑oriented investment approach that emphasizes actively managed mutual funds, long‑term holding periods and concentrated portfolios; managers are selected for experience in identifying overlooked companies and portfolios may be overweighted to small‑cap and international equities where appropriate. Kuhn manages client accounts individually against stated objectives and re‑evaluates investment guidelines at quarterly reviews or when client circumstances change.
Kuhn Advisors is notable for a much higher AUM per adviser than is typical for its peer group, reflecting a concentrated adviser-to-assets profile relative to most team firms. It also discloses an affiliation with a separate certified public accounting practice that may provide accounting or tax services to clients under separate engagement terms, and the firm makes use of custodian‑provided educational conferences and industry resources for advisor development.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% annually (minimum $5,000 annually) $1,000,000 - $2,000,000: 1.0% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.5% annually
Consulting services billed hourly; specific hourly rates not clearly stated.
Account minimum: $1,000,000 Minimum fee: Minimum fee of $5,000 annually for accounts under $1 million. Fee-only: Financial planning fees of $500 one-time upfront fee for portfolios under $500,000; thereafter $200/month for singles, $250/month for couples; fees waived once portfolio reaches $500,000.
Main office
2828 Pickett Road, Suite 170
Durham NC 27705
Advisors at this office
4
Most active in
California · Colorado · Florida · Maryland · New York · North Carolina · Texas · Utah · Virginia
Also doing business as
Kuhn & Carson, Inc. · Kuhn Advisors, Inc. · Kuhn And Associates, Inc. · Kuhn And Carson, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kyle F
Series 65
Durham, NC
Kuhn Advisors, Inc.
Kyle Feduccia is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Heritage Wealth Advisors, Fathom Advisors, and LBW Wealth Management. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions through discretionary portfolio management, bundled financial planning, and limited consulting services. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active manager selection.
Robert O
CFP®, Series 65
Durham, NC
Kuhn Advisors, Inc.
Robert Outen is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Kuhn Advisors, Inc. in Durham, NC. He has three years of industry experience, including time at Credit Suisse where he worked for ten years prior to joining Kuhn Advisors. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach focused on concentrated portfolios and actively managed funds.
Mark K
Series 65
Durham, NC
Kuhn Advisors, Inc.
Mark Kuhn is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, with 22 years of industry experience. He holds a Series 65 designation and has been with Kuhn Advisors since 1993. In addition to his advisory role, Kuhn is a certified public accountant who performs accounting and tax work and serves as an investment committee member for the Triangle Community Foundation. Kuhn Advisors serves individual and high-net-worth clients, as well as trusts and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active management, overseeing over $753 million in discretionary assets.
Ryan C
Series 65
Durham, NC
Kuhn Advisors, Inc.
Ryan Campbell is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential. He has one year of industry experience, with prior roles at Tarheel Advisors, LLC and Northwestern Mutual. Before entering the financial industry, he worked at Umstead Pines Gold and Swim Club. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions with discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented investment approach emphasizing actively managed mutual funds, long-term holdings, and concentrated portfolios tailored to client objectives.
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