Kuhn Capital Partners, Llc
- Regulatory AUM
- $170M
- Discretionary
- $170M
- Clients
- 271
- Avg AUM / client
- $627K
- Accounts
- 271
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 133 | $23.0M | 13.5% |
| High net worth individuals | 134 | $121M | 71.1% |
| Pooled investment vehicles (non-investment companies) | 4 | $26.2M | 15.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Mitchel Kuhn | Managing Principal / Cco | Feb 2016 (11y) | 75% or more | |
| Robert Michael Kuhn | Registered representative | Jun 2016 (10y) | ||
| Eric Stanley Shaffer | Registered representative | CFP | Mar 2020 (6y) | |
| Lori Lynn Bush | Registered representative | CFP | Dec 2024 (2y) | |
| Brian Phillips | Registered representative | CFP | Oct 2025 (1y) |
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) | 03/31/2026 | 2.39 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • SOLICITOR FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $150M (88% of AUM) Mar 2026
- Fidelity $6.1M (19% of AUM) Jan 2020
- Origin Bank $5.9M (19% of AUM) Jan 2020
- Trust Company Of America $5.0M (19% of AUM) Mar 2019
- Liberty Trust Company, Ltd. $3.7M (12% of AUM) Jan 2020
- Interactive Brokers $3.4M (11% of AUM) Jan 2020
- Vantage Retirement Services $1.6M (5% of AUM) Jan 2020
- Ira Services Trust Company $25.0K (0% of AUM) Jan 2020
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗