Kuhn Advisors, Inc. is a large advisory firm based in Durham. It manages $331.95 million of regulatory assets for 831 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Colorado, Florida, and 5 other states.
Kuhn Advisors provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kuhn Advisors, Inc. is $331.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and $622.89 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Kuhn Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Kuhn Advisors is high net worth individuals with 100 clients and $302.19 million of assets under management. Among the 7 most similar advisory firms, Kuhn Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $328.25 million for 156 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Kuhn Advisors doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kuhn Advisors, Inc. performs its advisory services is located at 3622 Lyckan Parkway, Durham, NC 27707, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 919-493-3233 or by fax 919-493-3666. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at kuhnadvisors.com/.