Kuhn Capital Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
Financial planning services up to $2,500 fixed fee
Up to 2.75% annually (negotiable, sliding scale based on asset size)
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 office1415 West 22nd St, Ste 530
Oak Brook IL 60523
Advisors at this office
4
Offices (2)
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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Advisors at this firm
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