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Kuhn Advisors, Inc.

Updated today

Client assets under management

$795,450,808

Clients

256

78% high-net worth

Advisors

3

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

85

High

Average account size

$3,107,230

About

Kuhn Advisors serves individuals, high‑net‑worth clients, trusts and charitable institutions, offering discretionary portfolio management, bundled financial planning and limited consulting services. Financial planning is provided only as a bundled service for advisory clients rather than on a standalone basis.

The firm follows a value‑oriented, long‑term investment approach that emphasizes actively managed mutual funds and manager selection, favoring concentrated portfolios and a buy‑and‑hold mindset. Portfolios are managed on a discretionary basis with quarterly reviews and may be tilted toward small‑cap and international equities to pursue growth while relying on manager conviction to manage risk.

Notably, Kuhn Advisors reports approximately $800.8 million in assets under management while operating with a small adviser team, producing an unusually high AUM per adviser for its peer group. The firm is affiliated with a separate CPA practice that provides accounting services to clients and makes use of custodian‑provided educational conferences and events and occasional specialized consulting in its client service mix.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Active portfolio management Tax-loss harvesting

Occupation focus

Retired

Fee options

Percentage

$0 - $1,000,000: 1.0% annually (minimum $5,000 annually) $1,000,001 - $2,000,000: 1.0% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.5% annually

Project-based

Consulting services billed at hourly rates (specific rates vary and are non-negotiable)

Other

Account minimum: $1,000,000 Minimum fee: $5,000 annually (minimum fee for accounts under $1 million) Fee-only: Financial planning fees: $500 one-time upfront fee for portfolios under $500,000; then $200/month for single individuals or $250/month for couples; waived when portfolio reaches $500,000

Main office location

Kuhn Advisors, Inc.

2828 Pickett Road, Suite 170

Durham NC 27705, United States

Number of offices

1

Most active in

California · Colorado · Florida · Maryland · New York · North Carolina · Texas · Utah · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kyle F

Series 65

Durham, NC

Kuhn Advisors, Inc.

Kyle Feduccia is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Heritage Wealth Advisors, Fathom Advisors, and LBW Wealth Management. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions through discretionary portfolio management, bundled financial planning, and limited consulting services. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active manager selection.

Active portfolio management Tax-loss harvesting Retired
user avatar

Robert O

CFP®, Series 65

Durham, NC

Kuhn Advisors, Inc.

Robert Outen is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Kuhn Advisors, Inc. in Durham, NC. He has three years of industry experience, including time at Credit Suisse where he worked for ten years prior to joining Kuhn Advisors. Kuhn Advisors serves individual and high-net-worth clients, trusts, and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach focused on concentrated portfolios and actively managed funds.

Active portfolio management Tax-loss harvesting Retired
user avatar

Mark K

Series 65

Durham, NC

Kuhn Advisors, Inc.

Mark Kuhn is a financial advisor at Kuhn Advisors, Inc. in Durham, NC, with 22 years of industry experience. He holds a Series 65 designation and has been with Kuhn Advisors since 1993. In addition to his advisory role, Kuhn is a certified public accountant who performs accounting and tax work and serves as an investment committee member for the Triangle Community Foundation. Kuhn Advisors serves individual and high-net-worth clients, as well as trusts and charitable institutions, primarily through discretionary portfolio management and bundled financial planning. The firm employs a value-oriented, long-term investment approach with concentrated portfolios and active management, overseeing over $753 million in discretionary assets.

Active portfolio management Tax-loss harvesting Retired
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