A complete list of active advisors currently associated with Kuhn Capital Partners

Warmer can help you find a great advisor at Kuhn Capital Partners or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kuhn Capital Partners, 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.