KUHN ADVISORS, INC.
Adviser information for KUHN ADVISORS, INC. last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,355 | $719.9M |
| Non-Discretionary | 0 | $0 |
| Total | 1,355 | $719.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 65 | $27.3M |
| HNW Individuals | 226 | $687.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $4.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $520,946 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 94 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-44183 |
|---|---|
| SEC ERA File Number | 801-44183 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 117816 |
| Legal Entity Identifier | None |
Principal Office
2828 PICKETT ROADSUITE 170
DURHAM
NC
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 919-493-3233, Fax: 919-493-3666
Chief Compliance Officer
MARK A KUHN
PRESIDENT
2828 PICKETT ROAD
SUITE 170
DURHAM
NC
United States
Tel:
919-493-3233
Fax:
919-493-3666
M***@***************M
(Full email address available in API data)
Industry Affiliates
| MARK A. KUHN, CPA | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KUHN, MARK, ANDREW | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 04/1993 | 50-75% |
| RANBY, SCOTT, WILLIAM | Individual | – | FINANCIAL ADVISOR | 01/2015 | 25-50% |