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 03/31/2026
Registration SEC, Approved, 04/25/2025
Other registrations (15)
Former registrations

KUHN CAPITAL PARTNERS, LLC

WHITNEY-KUHN, LLC

ADV Location OAK BROOK, IL, United States
Contact Info 800 xxxxxxx
Websites
AUM* 169,894,908 35%
of that, discretionary 169,894,908 38%
Number of Employees 5 -29%
of those in investment advisory functions 5
Private Fund GAV* 26,198,000 212%
Avg Account Size 626,918 265%
% High Net Worth 49.45% -37%
SMA’s No
Private Funds 4

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

170M 146M 121M 97M 73M 49M 24M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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