Kuhn Advisors, Inc.

Kuhn Advisors, Inc. (CRD# 117816) is a financial advisory firm headquartered in Durham, NC. They manage $272,107,075 in 678 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • Total Number of Accounts
    678
    ACCOUNTS
  • Average Account Value
    $401,338
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, NC, NY, TX

Financial Advisors at Kuhn Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Mark A. Kuhn
CRD#: 4481733
3622 Lyckan Parkway, Suite 1001, Durham, NC 27705
93
Wealthminder
score

Mark Kuhn (CRD# 4481733) is an Investment Advisor Representative working at Kuhn Advisors, Inc. in Durham, NC and has over 23 years of experience in the finance industry.

2
Scott W. Ranby
CRD#: 6100316
2373 Central Park Blvd., Suite 100, Denver, CO 80238
93
Wealthminder
score

Scott Ranby (CRD# 6100316) is an Investment Advisor Representative working at Kuhn Advisors, Inc. in Denver, CO and has over 4 years of experience in the finance industry. Scott Ranby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Carter L. Ellis
CRD#: 6566004
3622 Lyckan Parkway, Suite 1001, Durham, NC 27707
87
Wealthminder
score

Carter Ellis (CRD# 6566004) is an Investment Advisor Representative working at Kuhn Advisors, Inc. in Durham, NC and has 1 year of experience in the finance industry.

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