Kuhn Capital Partners logo

Kuhn Capital Partners

Updated today

Client AUM

$143,696,908

Clients

267

Advisors

4

across 2 offices

About

Kuhn Capital Partners is an SEC‑registered investment adviser that provides discretionary and non‑discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, foundations and other entities. In addition to separately managed accounts, the firm serves pooled investment vehicle clients and acts as general partner and investment manager to affiliated private funds.

For separately managed accounts the firm constructs tailored portfolios using exchange‑traded securities, mutual funds, structured notes, annuities and selected third‑party managers, with ongoing monitoring and rebalancing informed by fundamental and technical analysis. For its pooled vehicles the firm pursues distinct strategies—ranging from long/short equity to oil and gas non‑operating working‑interest investments—applying multidisciplinary due diligence, and it also conducts educational seminars and a radio program to communicate market views.

What distinguishes the firm from many team advisors is its role as a fund sponsor and private fund adviser, its management of pooled vehicles with performance‑based arrangements, and its disclosure of hypothetical performance in marketing materials—features that are uncommon among peers. The firm is a relatively new SEC registrant managing roughly $170 million in regulatory assets with a small advisory team, and it serves both retail clients and more sophisticated pooled investors.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments Active portfolio management Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning services up to $2,500 fixed fee

Percentage

Up to 2.75% annually (negotiable, sliding scale based on asset size)

Performance-based

Funds charge incentive fees of 15%-25% of net capital appreciation, subject to high-water marks, as disclosed in respective Fund Governing Documents

Main office

See office

1415 West 22nd St, Ste 530

Oak Brook IL 60523

Advisors at this office

4

Most active in

California · Florida · Illinois · Indiana · Iowa · Michigan · Texas

Also doing business as

Andrew M. Kuhn · Bison Natural Resources · Bison Natural Resources, LLC · Building Equities · Building Equitiies · Capital Preservation Group · Eagle Financial Solutions · Focused Compounding Capital Management · Focused Compounding Capital Management, LLC · Kcp Energy Fund Gp LLC · Kcp Opportunity Fund Gp LLC · Kuhn Capital Partners · Kuhn Capital Partners, LLC · Kuhn Group Investment Wealth Advisors · Next Phase Financial · Pilots Wealth Management Group · Pilots Wealth Management Group, LLC · Pwmg · Retirement Financial Group · Russell Financial, LLC · Strategic Asset Preservation · Whitney Kuhn, LLC · Whitney Partners Wealth Management

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Lori K

CFP®, Series 63

Oak Brook, IL

Kuhn Capital Partners

Lori Kaminski is a CFP® credentialed advisor at Kuhn Capital Partners with nine years of industry experience. She has worked at Whitney Kuhn, LLC since 2018 and operates a sole proprietorship offering insurance sales alongside her advisory duties. Kuhn Capital Partners provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and foundations, and manages both separately managed accounts and pooled investment vehicles with diverse strategies.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Andrew K

Series 63, Series 65

Oak Brook, IL

Kuhn Capital Partners

Andrew Kuhn is a financial advisor with Kuhn Capital Partners in Oak Brook, IL, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has been affiliated with Kuhn Capital Partners in various roles since 2016 and also serves as a partner of the General Partner for Bison Alpha Fund, a private fund managed by the firm. Kuhn Capital Partners is an SEC-registered investment adviser providing discretionary and non-discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, foundations, and other entities. The firm offers tailored portfolios through separately managed accounts and manages pooled investment vehicles, acting as general partner and investment manager to affiliated private funds.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Brian P

CFP®, Series 65

Oak Brook, IL

Kuhn Capital Partners

Brian Phillips is a CFP® and holds a Series 65 license, currently serving as an advisor at Kuhn Capital Partners with two years of industry experience. Prior to joining Kuhn Capital Partners in 2025, he worked at RMB Capital and Busey Wealth Management. He is a minority owner of Bison Natural Resources, LLC, which is involved with private funds managed by Kuhn Capital Partners. Kuhn Capital Partners provides discretionary asset management, financial planning, and retirement advice to individual and high-net-worth clients, as well as pooled investment vehicles. The firm constructs portfolios based on client objectives and risk tolerance, offers access to alternative investments for qualified clients, and manages multiple private funds as adviser, sponsor, and general partner.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Eric S

CFP®, Series 66

Dallas, TX

Kuhn Capital Partners

Eric Shaffer is a CFP® professional with 26 years of industry experience, currently serving at Kuhn Capital Partners since 2020. He has previously worked at 360 Wealth Management, LLC and LPL Financial, LLC. Outside of his advisory role, he is involved with Hallmark Advisory Services, LLC in a non-investment capacity. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, offering discretionary asset management, financial planning, and access to third-party managed solutions. The firm emphasizes portfolio construction based on client objectives and risk tolerance, provides access to alternative investments for qualified clients, and manages multiple private funds with performance-based fee arrangements.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

Robert K

Series 63, Series 65, Series 66

Oak Brook, IL

Kuhn Capital Partners

Robert Kuhn is a partner at Kuhn Capital Partners with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Epus Global Energy, LLC. In addition to his advisory role, Kuhn operates as an independent insurance agent and is involved in managing several investment-related businesses and private funds. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, retirement rollover advice, and access to third-party managed solutions. The firm constructs portfolios based on client objectives, risk tolerance, and time horizon, employing fundamental and technical analysis and offering alternative investments and private funds for qualified clients.

Private / alternative investments Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)