← Directory

KUHN CAPITAL PARTNERS

Legal name: KUHN CAPITAL PARTNERS, LLC

CRD 283028File 801-132541
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$169.9M
Bottom 25% of cohort (national)
Discretionary AUM
$169.9M
Clients
271
271 accounts
Employees
5
Bottom 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Apr 25, 2025
Principal office
1415 WEST 22ND ST, STE 530, OAK BROOK, IL, 60523
Phone
800-674-3217

Assets & accounts

ADV Item 5F
Total regulatory AUM
$169.9M
Discretionary AUM
$169.9M
Non-discretionary AUM
$0
Discretionary accounts
271
Non-discretionary accounts
0
Total accounts
271
AUM per client
$627K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals134$120.7M
Pooled investment vehicles4$26.2M
Individuals (other than high net worth individuals)133$23.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described)SOLICITOR FEES
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for pooled investment vehicles
  • 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
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.