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KUHN ADVISORS, INC.
CRD 117816 · SEC 801-44183
2828 PICKETT ROAD, SUITE 170, DURHAM, NC, 27705, United States
Phone
919-493-3233
Fax
919-493-3666
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$800.8M
Discretionary AUM
$800.8M
Team
8 total employees; 3 advisory reps; 79 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $23.4M |
| High net worth individuals | 200 | $772.0M |
States served
CA, CO, MD, NY, NC, UT, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD