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Kuhn Capital Partners

Oak Brook, ILSEC-registered investment adviserCRD 283028

Filed as KUHN CAPITAL PARTNERS · Legal name Kuhn Capital Partners, LLC

Kuhn Capital Partners is an SEC-registered investment advisory firm in Oak Brook, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

1 year
registered since 2025
$169,894,908
assets under management
4 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Kuhn Capital Partners compensated?

On its Form ADV (Item 5.E, October 2026), Kuhn Capital Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other.

What does Kuhn Capital Partners' brochure say about its fees?

Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Kuhn Capital Partners located?

Kuhn Capital Partners' principal office is in Oak Brook, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Kuhn Capital Partners registered with the SEC or a state?

Kuhn Capital Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 283028.

How much does Kuhn Capital Partners manage?

Kuhn Capital Partners reports $169,894,908 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

How have Kuhn Capital Partners' assets and staff changed since 2025?

In the Form ADV data for Kuhn Capital Partners: Regulatory assets under management: $125,847,308 in the October 2025 data and $169,894,908 in the October 2026 data, up 35%. Total employees: 7 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Kuhn Capital Partners serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (134); individuals (other than high net worth individuals) (133); pooled investment vehicles (other than investment companies and business development companies) (4).

Which custodians does Kuhn Capital Partners use?

Kuhn Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Kuhn Capital Partners 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/283028

What changed in Kuhn Capital Partners' recent Form ADV filings?

In the April 2026 filing data: No longer lists the business name KCP Opportunity Fund GP LLC. No longer lists the business name Bison Natural Resources. No longer lists the business name KCP Energy Fund GP LLC. Added the business name Bison Natural Resources, LLC. Regulatory assets under management went from $125,847,308 to $169,894,908 (+35%). Registered or notice-filed in CA, FL.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: up to 2.75% of assets a year (the maximum the brochure states)

The brochure's wording
The annual management fees are up to 2.75%, calculated based on the assets under management on last trading day of the previous billing period as provided by Advyzon

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$169,894,908

$169,894,908 as of October 2026, filing dated March 31, 2026.

Discretionary: $169,894,908.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 133 Assets $22,965,475 (14%)
High net worth individuals
Clients 134 Assets $120,731,433 (71%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 4 Assets $26,198,000 (15%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Legal name
Kuhn Capital Partners, LLC
Also doing business as
BISON NATURAL RESOURCES, LLC, RETIREMENT FINANCIAL GROUP
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (1 year)
Employees
Total: 5. Performing investment advisory functions: 5.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Grand Haven, MI
States registered or notice-filed
7 states or jurisdictions
CAFLIAILINMITX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$126M 2025 $170M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$169,894,9085March 31, 2026
October 2025$125,847,3087April 7, 2025

Regulatory assets under management: $125,847,308 in the October 2025 data and $169,894,908 in the October 2026 data, up 35%.

Total employees: 7 in October 2025 and 5 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • No longer lists the business name KCP Opportunity Fund GP LLC.
    • No longer lists the business name Bison Natural Resources.
    • No longer lists the business name KCP Energy Fund GP LLC.
    • Added the business name Bison Natural Resources, LLC.
    • Regulatory assets under management went from $125,847,308 to $169,894,908 (+35%).
    • Registered or notice-filed in CA, FL.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
bisonnr.comkuhncp.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Kuhn Capital Partners (CRD 283028): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/kuhn-capital-partners-oak-brook-il-283028