Kuhn Capital Partners

Kuhn Capital Partners (CRD# 283028) is a financial advisory firm headquartered in Naperville, IL. They manage $94,250,000 in 688 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2020 Calamos Court Suite 200, Naperville, IL 60563
https://kuhncp.com/
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    688
    ACCOUNTS
  • Average Account Value
    $136,991
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IA, IL, MI, OH, TX

Financial Advisors at Kuhn Capital Partners
Showing 1 - 3 of 3 top financial advisors.
1
Lori Bush, financial advisor Grand Haven MI
Lori L. Bush
CRD#: 5088506
Grand Haven, MI

Lori Bush (CRD# 5088506) is an Investment Advisor Representative working at Kuhn Capital Partners in Grand Haven, MI and has over 18 years of experience in the finance industry.

2
Robert Kuhn, financial advisor Naperville IL
Robert M. Kuhn
CRD#: 2971886
2020 Calamos Court Suite 200, Naperville, IL 60563

Robert Kuhn (CRD# 2971886) is an Investment Advisor Representative working at Kuhn Capital Partners in Naperville, IL and has over 26 years of experience in the finance industry.

3
Eric Shaffer, financial advisor Dallas TX
Eric S. Shaffer
CRD#: 2626686
Dallas, TX

Eric Shaffer (CRD# 2626686) is an Investment Advisor Representative working at Kuhn Capital Partners in Dallas, TX and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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