Wealth manager, independent · Oak Brook, IL
Kuhn Capital Partners
Kuhn Capital Partners, LLC · SEC-registered investment adviser · CRD 283028 · SEC 801-132541
At a glance
Kuhn Capital Partners is an SEC-registered investment adviser based in Oak Brook, Illinois, with $170 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 267 individual clients. By Form ADV it is a wealth manager, ranked 6,423rd of 8,915 wealth managers and 13,085th of 17,210 SEC-registered advisers by assets.
Main office 800-674-3217kuhncp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $170M
- Rank among wealth managers
- #6,423 of 8,915
- Rank among all SEC RIAs
- #13,085 of 17,210
- Rank in Illinois
- #567 of 684
- Individual clients
- 267
- High-net-worth clients
- 134
- Accounts
- 271
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Robert M. KuhnPresident and Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 134 | $121M | 71% |
| Pooled investment vehicles | 4 | $26M | 15% |
| Individuals | 133 | $23M | 14% |
Private funds
Kuhn Capital Partners reports 4 private funds with $26M in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Kuhn Capital Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗kuhncp.com ↗
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The full record on Kuhn Capital Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 5,654 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Kuhn Capital Partners manage?
Kuhn Capital Partners reports $170 million in regulatory assets under management across 271 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Kuhn Capital Partners?
Kuhn Capital Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Kuhn Capital Partners’s clients?
By assets, its largest client types are high-net-worth individuals ($121 million, 134 clients); pooled investment vehicles ($26 million, 4 clients); individuals ($23 million, 133 clients).
Does Kuhn Capital Partners manage private funds?
Yes. It reports 4 private funds with $26 million in gross assets, including hedge funds, other private funds.
Does Kuhn Capital Partners have any disciplinary history?
Kuhn Capital Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Kuhn Capital Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →