Kuhn Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Durham, NC. Its latest Form ADV filing, dated March 31, 2026, reports $801M in regulatory assets under management, 8 employees, and 1,280 accounts.
Assets Under Management
$801M
Employees
8
Offices
--
Total Clients
256
Primary office
DURHAM, NC
2828 PICKETT ROAD, SUITE 170, DURHAM, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.1% of total clients.
Top client categories% of clientsClients
1
HNWI
78.1%
200
2
Individuals
21.9%
56
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$801Mas of March 31, 2026
Discretionary100.0%
$801M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$801M
Total Accounts1,280
10Y AUM Change+$481M (+150.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee32:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.