Mark Kuhn has been President, Chief Compliance Officer of Kuhn Advisors since April 1993, is a control person of the firm and directly owns 75% or more of it.
Kuhn Advisors, Inc. is a Durham, NC firm with $801M under management, 256 clients and 3 advisers in one office, as of its May 2026 filing.
Mark Kuhn is President & Founder of Kuhn Advisors, based in Durham. Following a career in corporate finance at Duke, he founded the firm in 1993, drawing on his experience in the university endowment world.
- Kuhn Advisors, Inc.Current– present · 22 yearsDurham, NC · Adviser representative · Firm CRD 117816
Investment adviser representative registrations
Mark Kuhn is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2003; the most recent is North Carolina, in September 2008.
- North CarolinaSince 22 September 2008
- TexasResidentSince 5 December 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 May 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark Andrew Kuhn
- CRD
- 4481733
- Firm
- Kuhn Advisors · CRD 117816
- Role
- President, Chief Compliance Officer
- Office
- 2828 PICKETT ROAD, SUITE 170, Durham, NC 27705
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kuhnadvisors.com
Where does Mark Kuhn work?
Mark Kuhn has been President, Chief Compliance Officer of Kuhn Advisors, Inc. since April 1993, and is a control person of the firm.
Is Mark Kuhn a financial advisor?
Yes. Mark Kuhn has a current investment-adviser registration in North Carolina and Texas, through Kuhn Advisors since December 2003.
How many years of experience does Mark Kuhn have?
Mark Kuhn has 22 years in the financial industry, since December 2003, across 1 adviser firm.
What exams has Mark Kuhn passed?
Mark Kuhn passed the Series 65 in May 1993.
Where is Mark Kuhn based?
Mark Kuhn’s registered office is in Durham, NC.
Is Mark Kuhn registered with FINRA?
No. Mark Kuhn has no current broker registration.
How can I verify Mark Kuhn’s record?
Search CRD 4481733 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Kuhn’s full registration record.