{"url":"https://nivawealth.com/firms/kuhn-capital-partners-283028","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283028","regulatoryAum":169894908,"crd":"283028","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5088506","suffix":null,"lastName":"BUSH","firstName":"LORI","middleName":"LYNN"},{"crd":"6353122","suffix":null,"lastName":"KUHN","firstName":"ANDREW","middleName":"MITCHEL"},{"crd":"2971886","suffix":null,"lastName":"KUHN","firstName":"ROBERT","middleName":"MICHAEL"},{"crd":"6963040","suffix":null,"lastName":"PHILLIPS","firstName":"BRIAN","middleName":null},{"crd":"2626686","suffix":null,"lastName":"SHAFFER","firstName":"ERIC","middleName":"STANLEY"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-04-07","regulatoryAum":125847308,"clients":276,"employees":7,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":169894908,"clients":271,"employees":5,"offices":2}],"secFileNumber":"801-132541","legalName":"Kuhn Capital Partners, LLC","displayName":"Kuhn Capital Partners","slug":"kuhn-capital-partners-283028","website":"https://kuhncp.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1415 West 22nd St, Ste 530","city":"Oak Brook","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60523"},"tradeNames":["Bison Natural Resources, LLC","Retirement Financial Group"],"registration":{"secApproved":"25 April 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":538190.6666666666,"staff":{"employees":5,"advisory":5,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":169894908,"discretionary":169894908,"discretionaryAccounts":271,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":133,"regulatoryAum":22965475},{"label":"High-net-worth individuals","clients":134,"regulatoryAum":120731433},{"label":"Pooled investment vehicles","clients":4,"regulatoryAum":26198000}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037158","versionId":1037158,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-31","documentName":"KUHN CAPITAL PARTNERS 2A","fee_rate_low":null,"fee_rate_high":2.75,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037158","versionId":1037158,"submittedOn":"2026-03-31","documentName":"KUHN CAPITAL PARTNERS 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:23:38.367007+00:00","documents":[{"name":"KUHN CAPITAL PARTNERS 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037158","versionId":1037158,"submittedOn":"2026-03-31"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Loan Tree, CO","smaAssets":150000000}],"custodyNote":"Kuhn Capital Partners has custody of $37.4M in client assets for 236 clients.","otherCustodians":[],"leadership":[{"name":"Robert Kuhn","title":"President and Chief Compliance Officer","crd":"2971886"}],"ownership":[{"label":"Robert Kuhn","detail":"President and chief compliance officer in the 75% or more ownership band and a control person, since December 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"1415 West 22nd St, Ste 530","city":"Oak Brook","headquarters":true}]},{"state":"Michigan","offices":1,"addresses":[{"street":"233 Washington Avenue, Suite 207","city":"Grand Haven"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-674-3217","stateRegisteredReps":5,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":17},{"label":"Securities issued by registered investment companies or business development companies","percent":38},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":7},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":34,"detail":"Annuities"}],"privateFunds":4},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/283028/PDF/283028.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037158","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Kuhn Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kuhn Capital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kuhn Capital Partners charge?","answer":"Kuhn Capital Partners charges up to 2.75% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"KUHN CAPITAL PARTNERS 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kuhn Capital Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kuhn Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kuhn Capital Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kuhn Capital Partners?","answer":"Kuhn Capital Partners’ direct owner is Robert Kuhn (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kuhn Capital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Kuhn Capital Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}