# Kuhn Advisors, Inc.

> Kuhn Advisors, Inc. is an SEC-registered investment advisory firm in Durham, NC, registered since 1993, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 117816
- Filed as: KUHN ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Durham, NC
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117816
- AdvisorCensus page: https://advisorcensus.com/firm/kuhn-advisors-inc-durham-nc-117816

## Quick answers

**How is Kuhn Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Kuhn Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Kuhn Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated May 22, 2026 states: Subscription: $200 a month (financial planning for single individuals); Subscription: $250 a month (financial planning for couples). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kuhn Advisors, Inc. located?**
Kuhn Advisors, Inc.'s principal office is in Durham, NC, according to its Form ADV.

**Is Kuhn Advisors, Inc. registered with the SEC or a state?**
Kuhn Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 117816.

**How much does Kuhn Advisors, Inc. manage?**
Kuhn Advisors, Inc. reports $800,783,297 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**How have Kuhn Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Kuhn Advisors, Inc.: Regulatory assets under management: $511,395,178 in the October 2021 data and $800,783,297 in the October 2026 data, up 57%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kuhn Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (200); individuals (other than high net worth individuals) (56).

**Which custodians does Kuhn Advisors, Inc. use?**
Kuhn Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Kuhn Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117816

**Does Kuhn Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated May 22, 2026 says: "Kuhn Advisors requires a minimum of $1 million in managed assets for new advisory client relationships. At the sole discretion of Kuhn Advisors, account minimums may be waived."

**What changed in Kuhn Advisors, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 22, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Kuhn Advisors requires a minimum of $1 million in managed assets for new advisory client relationships. At the sole discretion of Kuhn Advisors, account minimums may be waived.

- Subscription: $200 a month (financial planning for single individuals)

> Thereafter, a fee of $200/month for single individuals or $250/month for couples is charged on a monthly basis .

- Subscription: $250 a month (financial planning for couples)

> Thereafter, a fee of $200/month for single individuals or $250/month for couples is charged on a monthly basis .

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $800,783,297
- Discretionary: $800,783,297
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $23,415,184 |
| High net worth individuals | 200 | $772,035,624 |
| Charitable organizations | Fewer than 5 | $4,635,728 |
| Corporations or other businesses not listed above | Fewer than 5 | $696,761 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 1993 (33 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, MD, NC, NY, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kuhnadvisors.com
- LinkedIn @kuhn-advisors-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $511,395,178 | 8 | May 13, 2021 |
| October 2022 | $708,980,344 | 7 | March 30, 2022 |
| October 2023 | $631,882,403 | 8 | March 31, 2023 |
| October 2024 | $719,937,102 | 8 | February 29, 2024 |
| October 2025 | $753,733,591 | 8 | March 26, 2025 |
| October 2026 | $800,783,297 | 8 | May 22, 2026 |

Regulatory assets under management: $511,395,178 in the October 2021 data and $800,783,297 in the October 2026 data, up 57%.
Total employees: 8 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kuhn Advisors, Inc. (CRD 117816): Form ADV filing data as of October 2026.