A complete list of active advisors currently associated with Kuhn Advisors, Inc.

Warmer can help you find a great advisor at Kuhn Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kuhn Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.