Kuhn Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oak Brook, IL. Its latest Form ADV filing, dated March 31, 2026, reports $170M in regulatory assets under management, 5 employees, 1 office, and 271 accounts.
Assets Under Management
$170M
Employees
5
Offices
1 office
Total Clients
271
Primary office
OAK BROOK, IL
1415 WEST 22ND ST, STE 530, OAK BROOK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.4% of total clients.
Top client categories% of clientsClients
1
HNWI
49.4%
134
2
Individuals
49.1%
133
3
Pooled Investment Vehicles
1.5%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$170Mas of March 31, 2026
Discretionary100.0%
$170M
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.
Total AUM$170M
Total Accounts271
10Y AUM Change+$165M (+3514.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee54:1
10Y Employee Change-1 (-16.7%)
* 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.