Kuhn Advisors provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Kuhn Advisors reports 256 clients. They include 200 high-net-worth individuals and 56 individual clients. Of its assets, 100.0% ($801M across 1,280 accounts) are managed with discretion. It advised 79 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 22% | 3% |
| High-net-worth individuals | 78% | 96% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 56 | $23.4M | 2.9% | $418K |
| High-net-worth individuals | 200 | $772M | 96.4% | $3.86M |
| Charitable organizations | Fewer than 5 | $4.64M | 0.6% | — |
| Corporations and other businesses | Fewer than 5 | $697K | 0.1% | — |
| Total | 256 | $801M | 100% | — |
- Clients
- 56
- Regulatory AUM
- $23.4M
- AUM share
- 2.9%
- Avg. per client
- $418K
- Clients
- 200
- Regulatory AUM
- $772M
- AUM share
- 96.4%
- Avg. per client
- $3.86M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.64M
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $697K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 256
- Regulatory AUM
- $801M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 79
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Kuhn Advisors charges up to 1.00% a year for its Investment Advisory Services. The fee is billed in advance and is not negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting services are billed at an hourly rate set by the client agreement according to scope of work; these fees are non-negotiable.
- Financial Planning Services
- Financial planning is a $500 one-time fee for portfolios under $500,000, then $200 a month for single clients or $250 a month for couples; the fee is waived once the portfolio reaches $500,000.
Mark Kuhn owns 75% or more of Kuhn Advisors. The leadership team of Kuhn Advisors includes President Mark Kuhn. It has 8 employees, 3 of them in advisory roles.
Leadership
Mark KuhnPresident, Chief Compliance Officer- Robert OutenWealth Advisor
- Kyle FeducciaWealth Analyst
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Kuhn Advisors, Inc.
Mark Kuhn
Control person · since April 1993
- Owns 5% to 10% of Kuhn Advisors, Inc.
Robert Outen
since April 2026
- Owns 5% to 10% of Kuhn Advisors, Inc.
Kyle Feduccia
since April 2026
Kuhn Advisors’ regulatory assets grew 1.6× from $511M (May 2021) to $801M (May 2026); clients rose from 199 to 256 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $801M | 256 | 8 | 1 |
| March 2025 | $754M | 269 | 8 | 1 |
| February 2024 | $720M | 291 | 8 | 2 |
| March 2023 | $632M | 268 | 8 | 2 |
| March 2022 | $709M | 212 | 7 | 2 |
| May 2021 | $511M | 199 | 8 | 2 |
Besides its headquarters, Kuhn Advisors has 0 offices, with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 2828 Pickett Road, Suite 170, DurhamHQ
Contact and registration details
- Legal name
- Kuhn Advisors, Inc.
- Headquarters
- 2828 Pickett Road, Suite 170, Durham, NC 27705
- Website
- Not reported
- Phone
- 919-493-3233
- @kuhn-advisors-inc
- SEC file
- 801-44183
- Founded
- 1993
- Structure
- North Carolina corporation
- Fiscal year end
- December
Kuhn Advisors uses Charles Schwab ($661M, 88%) and Fidelity ($87.9M, 12%) as custodians for its separately managed accounts. Kuhn Advisors has custody of $269M in client assets for 193 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $661M88%
- FidelityNational Financial Services LLC · Boston, MA · $87.9M12%
At year end, Kuhn Advisors’ separately managed accounts were mostly in funds (91%).
What the accounts hold
- Stocks8%
- Funds91%
- Cash1%
How many clients does Kuhn Advisors have?
Kuhn Advisors has 256 clients and manages $801 million for them, as of May 2026. They include 200 high-net-worth individuals and 56 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 May 2026
What services does Kuhn Advisors offer?
Kuhn Advisors provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Kuhn Advisors charge?
Kuhn Advisors charges up to 1.00% a year for its Investment Advisory Services. The fee is billed in advance and is not negotiable.
Which custodians does Kuhn Advisors use?
Kuhn Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $661M and National Financial Services LLC (Boston, MA), with $87.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 May 2026
How many financial advisors does Kuhn Advisors have?
Kuhn Advisors has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kuhn Advisors invest in?
At the end of its last fiscal year, Kuhn Advisors’ separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kuhn Advisors?
Kuhn Advisors’ direct owners are Mark Kuhn (75% or more), Robert Outen (5% to 10%) and Kyle Feduccia (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 22 May 2026
How does Kuhn Advisors get paid?
Kuhn Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kuhn Advisors?
Kuhn Advisors’ main office is at 2828 Pickett Road, Suite 170, Durham, NC 27705. Its phone number is 919-493-3233.