This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-07-2016
- Office Locations
- 3
Office Locations
About Kuhn Capital Partners
Kuhn Capital Partners is an Oak Brook, IL RIA providing financial and wealth planning, tax and estate planning, and portfolio construction for retirees, business owners, and entrepreneurs. Portfolios use ETFs and other public funds alongside risk-managed allocations and, where appropriate, alternative strategies. The firm sponsors Robert Kuhn’s “Destination Retirement” radio program on WLS-AM 890 (Saturdays 10–11am).
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ROBERT MICHAEL KUHN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2971886
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
LORI LYNN BUSH
Investment Advisor
- CRD
- #5088506
ANDREW MITCHEL KUHN
Chief Compliance Officer, Managing Member
- CRD
- #6353122
Crest bridge
Catalyst capital radial
- CRD
- #87624
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,894,908 | $626,918 |
| Non-Discretionary | $0 | -- |
| Total | $169,894,908 | $626,918 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $143,696,908
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,091,059,476 | 19.8% |
| Other | $1,146,163,490 | 20.8% |
| Equity - Exchange | $1,074,528,272 | 19.5% |
| Private Funds | $721,862,582 | 13.1% |
| Cash | $1,476,787,573 | 26.8% |
| Total | $5,510,401,393 | 100.0% |