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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Element zenithTimber vital
- Established Date
- 06-21-1993
- Office Locations
- 1
Office Locations
About Kuhn Advisors, Inc.
Kuhn Advisors is a Durham, NC comprehensive wealth manager centered on lifelong financial planning. The team builds retirement and education savings portfolios and advises on charitable giving, estate strategies, and multi-generational wealth transfers, with a focus on mid-career professionals seeking a streamlined financial life. Portfolios primarily use public funds and ETFs, emphasizing risk management and, where appropriate, socially responsible investing. Works with Schwab and Fidelity custody and runs on Tamarac.
Team overview
Insights
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK ANDREW KUHN
Advisor, Chief Compliance Officer, President
- CRD
- #4481733
- Ownership
- 75% or more
Kyle John Feduccia
Wealth Analyst
- CRD
- #7744890
- Ownership
- 5% but less than 10%
Element insight
Foundation unison quantum
- CRD
- #19846
- Ownership
- 42.5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $800,783,297 | $625,612 |
| Non-Discretionary | $0 | -- |
| Total | $800,783,297 | $625,612 |
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Separately Managed Accounts
Total SMA Asset: $800,783,297
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,274,756,331 | 35.8% |
| Equity - Exchange | $2,179,445,312 | 34.3% |
| Cash | $1,899,866,322 | 29.9% |
| Total | $6,354,067,965 | 100.0% |