Kuhn Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 4 private funds.
Kuhn Capital Partners reports 271 clients. They include 134 high-net-worth individuals, 133 individual clients and 4 pooled investment vehicles. Of its assets, 100.0% ($170M across 271 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 14% |
| High-net-worth individuals | 49% | 71% |
| Pooled investment vehicles | 1% | 15% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 133 | $23M | 13.5% | $173K |
| High-net-worth individuals | 134 | $121M | 71.1% | $901K |
| Pooled investment vehicles | 4 | $26.2M | 15.4% | $6.55M |
| Total | 271 | $170M | 100% | $627K |
- Clients
- 133
- Regulatory AUM
- $23M
- AUM share
- 13.5%
- Avg. per client
- $173K
- Clients
- 134
- Regulatory AUM
- $121M
- AUM share
- 71.1%
- Avg. per client
- $901K
- Clients
- 4
- Regulatory AUM
- $26.2M
- AUM share
- 15.4%
- Avg. per client
- $6.55M
Total
- Clients
- 271
- Regulatory AUM
- $170M
- AUM share
- 100%
- Avg. per client
- $627K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 4
- Financial planning clients last fiscal year
- 101–250
Kuhn Capital Partners charges up to 2.75% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Fixed fee agreed in the planning agreement, in a range up to $2,500; advance payment is capped at $1,200 more than six months ahead.
Robert Kuhn owns 75% or more of Kuhn Capital Partners. The leadership team of Kuhn Capital Partners includes President Robert Kuhn. It has 5 employees.
Leadership
Robert KuhnPresident and Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 insurance agents
- Owns 75% or more of Kuhn Capital Partners, LLC
Robert Kuhn
Control person · since December 2020
Kuhn Capital Partners’ regulatory assets grew from $126M (April 2025) to $170M (March 2026); clients were 271 in both filings and employees fell from 7 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $170M | 271 | 5 | 2 |
| April 2025 | $126M | 276 | 7 | 2 |
Besides its headquarters, Kuhn Capital Partners has 1 office, with 2 listed addresses in Illinois and Michigan.
Illinois · 1 listed address
- 1415 West 22nd St, Ste 530, Oak BrookHQ
Michigan · 1 listed address
- 233 Washington Avenue, Suite 207, Grand Haven
Other business names
Kuhn Capital Partners has reported 2 other business names to the SEC.
- Bison Natural Resources, LLC
- Retirement Financial Group
Contact and registration details
- Legal name
- Kuhn Capital Partners, LLC
- Headquarters
- 1415 West 22nd St, Ste 530, Oak Brook, IL 60523
- Website
- kuhncp.com
- Phone
- 800-674-3217
- SEC file
- 801-132541
- Structure
- Texas LLC
- Fiscal year end
- December
Kuhn Capital Partners uses Charles Schwab ($150M) as custodian for its separately managed accounts. Kuhn Capital Partners has custody of $37.4M in client assets for 236 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Loan Tree, CO · $150M100%
At year end, Kuhn Capital Partners’ separately managed accounts were largely in funds (45%) and stocks (17%).
What the accounts hold
- Stocks17%
- Funds45%
- Registered funds38%
- Pooled vehicles7%
- Cash4%
- Other34%
- Annuities34%
How many clients does Kuhn Capital Partners have?
Kuhn Capital Partners has 271 clients and manages $170 million for them, as of March 2026. They include 134 high-net-worth individuals, 133 individual clients and 4 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Kuhn Capital Partners offer?
Kuhn Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kuhn Capital Partners charge?
Kuhn Capital Partners charges up to 2.75% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Kuhn Capital Partners use?
Kuhn Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Loan Tree, CO), with $150M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Kuhn Capital Partners have?
Kuhn Capital Partners has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are 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 Capital Partners invest in?
At the end of its last fiscal year, Kuhn Capital Partners’ separately managed accounts held 38% registered funds (mutual funds, ETFs, BDCs), 34% other, 17% exchange-traded equities, 7% pooled vehicles (private funds and similar) and 4% cash and equivalents. The 34% other category is described as: Annuities. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kuhn Capital Partners?
Kuhn Capital Partners’ direct owner is Robert Kuhn (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Kuhn Capital Partners get paid?
Kuhn Capital Partners is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions 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 Capital Partners?
Kuhn Capital Partners’ main office is at 1415 West 22nd St, Ste 530, Oak Brook, IL 60523. Its phone number is 800-674-3217. Its website is kuhncp.com.