KUHN Advisors Inc

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Assets, Funds, Holdings

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KUHN Advisors Inc
CRD #117816
SEC #801-44183
CIK #
AUM $719.9 MM (2024-02-29)
Employees 8 (38% Investors, 0% Brokers)
Phone919-493-3233
Address2828 Pickett Road
Durham, NC 27705
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
80064048032016002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 65 27.3
(b) Individuals (high net worth individuals) 226 687.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 4.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.5
(n) Other 0 0.0
Total 1,355 719.9
By Discretionary
Discretionary 1,355 719.9
Non-Discretionary 0 0.0
Total 1,355 719.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 719.9
Total 1,355 719.9
Comparable Firms State AUM ($BB)
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Millennium Advisory Services Inc
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NorthStar Asset Management Inc
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JP King Advisors Inc
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Proventus AG Vermgensverwaltung
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VISE Ai Advisors LLC
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Ironwood Wealth Management LLC
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