KUHN CAPITAL PARTNERS
  • KUHN CAPITAL PARTNERS
  • ANDREW M. KUHN
  • WHITNEY-KUHN, LLC
  • WHITNEY PARTNERS WEALTH MANAGEMENT
  • STRATEGIC ASSET PRESERVATION
  • RUSSELL FINANCIAL, LLC
  • RETIREMENT FINANCIAL GROUP
  • PWMG
  • PILOTS WEALTH MANAGEMENT GROUP, LLC
  • PILOTS WEALTH MANAGEMENT GROUP
  • NEXT PHASE FINANCIAL
  • KUHN GROUP INVESTMENT WEALTH ADVISORS
  • KUHN CAPITAL PARTNERS, LLC
  • FOCUSED COMPOUNDING CAPITAL MANAGEMENT
  • EAGLE FINANCIAL SOLUTIONS
  • CAPITAL PRESERVATION GROUP
  • BUILDING EQUITIIES
  • BUILDING EQUITIES
  • KCP ENERGY FUND GP LLC
  • FOCUSED COMPOUNDING CAPITAL MANAGEMENT, LLC
  • BISON NATURAL RESOURCES
  • KCP OPPORTUNITY FUND GP LLC
  • BISON NATURAL RESOURCES, LLC

Adviser Profile

As of Date 01/10/2020
Registration status Registration Changed to KUHN CAPITAL PARTNERS, LLC
ADV Location PLANO, TX, United States
AUM* 31,469,945
of that, discretionary 31,469,945
Number of Employees 9
of those in investment advisory functions 9
Private Fund GAV* 0
Avg Account Size 93,661
% High Net Worth 98.81%
SMA’s Yes
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

31M 27M 22M 18M 13M 9M 4M
2018 2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees