{
  "crd_number": 283028,
  "slug": "kuhn-capital-partners-oak-brook-il-283028",
  "primary_business_name": "KUHN CAPITAL PARTNERS",
  "legal_name": "KUHN CAPITAL PARTNERS, LLC",
  "dbas": [
    "BISON NATURAL RESOURCES, LLC",
    "RETIREMENT FINANCIAL GROUP"
  ],
  "city": "Oak Brook",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-04-25",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 169894908.0,
  "raum_discretionary": 169894908.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 22965475.0,
      "count": 133
    },
    "high_net_worth_individuals": {
      "raum": 120731433.0,
      "count": 134
    },
    "pooled_investment_vehicles": {
      "raum": 26198000.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IA",
    "IL",
    "IN",
    "MI",
    "TX"
  ],
  "websites": [
    "https://bisonnr.com",
    "https://facebook.com/KUHNCAPITAL",
    "https://kuhncp.com",
    "https://linkedin.com/in/kuhncp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283028",
  "city_as_filed": "OAK BROOK",
  "url": "https://advisorcensus.com/firm/kuhn-capital-partners-oak-brook-il-283028",
  "display_name": "Kuhn Capital Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Kuhn Capital Partners (CRD 283028): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Kuhn Capital Partners compensated?",
      "a": "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."
    },
    {
      "q": "How much does Kuhn Capital Partners charge?",
      "a": "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."
    },
    {
      "q": "Where is Kuhn Capital Partners located?",
      "a": "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)."
    },
    {
      "q": "Is Kuhn Capital Partners registered with the SEC or a state?",
      "a": "Kuhn Capital Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 283028."
    },
    {
      "q": "How much does Kuhn Capital Partners manage?",
      "a": "Kuhn Capital Partners reports $169,894,908 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Kuhn Capital Partners' assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Kuhn Capital Partners serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Kuhn Capital Partners use?",
      "a": "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."
    },
    {
      "q": "Does Kuhn Capital Partners report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Kuhn Capital Partners' recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 125847308.0,
      "total_employees": 7,
      "filing_date": "2025-04-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 169894908.0,
      "total_employees": 5,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2.75% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2.75% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.75,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/kuhn-capital-partners-oak-brook-il-283028.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 133,
      "fewer_than_5": false,
      "raum": 22965475.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 134,
      "fewer_than_5": false,
      "raum": 120731433.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 26198000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283028",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}