Kuhn Advisors, Inc.
- Regulatory AUM
- $801M
- Discretionary
- $801M
- Clients
- 256
- Avg AUM / client
- $3.1M
- Accounts
- 1,280
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 56 | $23.4M | 2.92% |
| High net worth individuals | 200 | $772M | 96.4% |
| Charitable organizations | Fewer than 5 clients | $4.6M | 0.58% |
| Corporations and other businesses | Fewer than 5 clients | $697K | 0.09% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Andrew Kuhn | President, Chief Compliance Officer | Apr 1993 (33y) | 50% – 75% | |
| Scott William Ranby | Financial Advisor | CFP | Jan 2015 (12y) | 25% – 50% |
| Robert Hunter Outen | Registered representative | CFP | Dec 2022 (4y) | |
| Kyle John Feduccia | Registered representative | Aug 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $661M (83% of AUM) May 2026
- National Financial Services (Fidelity) $87.9M (11% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗