← Directory
KUHN ADVISORS, INC.
CRD 117816File 801-44183
APPROVED
Retail clients
Custody
Filing as of May 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$800.8M
Above cohort median (national)
Discretionary AUM
$800.8M
Clients
256
1,280 accounts
Employees
8
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 21, 1993
- Principal office
- 2828 PICKETT ROAD, SUITE 170, DURHAM, NC, 27705
- Phone
- 919-493-3233
- Website
- HTTP://KUHNADVISORS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $800.8M
- Discretionary AUM
- $800.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,280
- Non-discretionary accounts
- 0
- Total accounts
- 1,280
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $697K |
| Charitable organizations | Fewer than 5 | $4.6M |
| High net worth individuals | 200 | $772.0M |
| Individuals (other than high net worth individuals) | 56 | $23.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.