AdvisorCensus / Financial advisors / Illinois / Chicago / Kuhn Capital Partners
Kuhn Capital Partners
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.
Quick answers
From the filingHow 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 2AAsset-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 as of October 2026, filing dated March 31, 2026.
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.DA 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
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $169,894,908 | 5 | March 31, 2026 |
| October 2025 | $125,847,308 | 7 | April 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- 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.ISource: 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