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| Keyboard |
| KUHN Advisors Inc
✚
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|---|---|
| CRD # | 117816 |
| SEC # | 801-44183 |
| CIK # | |
| AUM | 800.8 M (2026-05-22) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 919-493-3233 |
| Address | 2828 Pickett Road Durham, NC 27705 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (5/22/2026) [Brochure] |
|---|
Item 7 - Types of Clients involved in the investment strategies recommended
by Kuhn Advisors is presented below.
Kuhn Advisors provides investment advisory
services to individuals, high net worth individuals, Market Risk. Prices of securities (and stocks in
charitable institutions, and trusts. particular) have historically fluctuated. The value of
a client’s account will similarly fluctuate and a client
Kuhn Advisors requires a minimum of $1 million in could lose money.
managed assets for new advisory client
relationships. At the sole discretion of Kuhn Small- and Mid-Cap Risk. Kuhn Advisors may
Advisors, account minimums may be waived. Due to recommend investment strategies involving smaller
historical reasons, some clients have different and midsize companies whose securities tend to be
minimum managed assets that are not available to more volatile and less liquid than securities of larger
new clients. companies. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 23.4 |
| (b) Individuals (high net worth individuals) | 200 | 772.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,280 | 800.8 |
| By Discretionary | ||
| Discretionary | 1,280 | 800.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,280 | 800.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 800.8 | |
| Total | 1,280 | 800.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 79 |
| Serves | Retail, Research |
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