Kuhn Capital Partners

Lori Bush is a CFP® with eight years of industry experience, currently serving as an advisor at Kuhn Capital Partners. She has operated as a sole proprietor since 2017, focusing on investment-related activities and insurance sales. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, and access to third-party managed solutions. The firm constructs portfolios based on client objectives and risk tolerance, offers alternative investments for qualified clients, and manages multiple private funds.

Andrew Kuhn is a financial advisor with Focused Compounding Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Kuhn Capital Partners, LLC and operated as a sole proprietor prior to his current role. Kuhn is also a partner of the General Partner for Bison Alpha Fund, a private fund managed by Kuhn Capital Partners, LLC. Focused Compounding Capital Management provides discretionary portfolio management to individual and high-net-worth clients, as well as pooled investment vehicles, corporations, government entities, and insurance companies. The firm employs a long-term, fundamental investment approach focused on overlooked stocks and typically manages highly concentrated portfolios.

Brian Phillips is a CFP® and holds a Series 65 license, currently serving as an advisor at Kuhn Capital Partners with two years of industry experience. Prior to joining Kuhn Capital Partners in 2025, he worked at RMB Capital and Busey Wealth Management. He is a minority owner of Bison Natural Resources, LLC, which is involved with private funds managed by Kuhn Capital Partners. Kuhn Capital Partners provides discretionary asset management, financial planning, and retirement advice to individual and high-net-worth clients, as well as pooled investment vehicles. The firm constructs portfolios based on client objectives and risk tolerance, offers access to alternative investments for qualified clients, and manages multiple private funds as adviser, sponsor, and general partner.

Eric Shaffer is a CFP® professional with 26 years of industry experience, currently serving at Kuhn Capital Partners since 2020. He has previously worked at 360 Wealth Management, LLC and LPL Financial, LLC. Outside of his advisory role, he is involved with Hallmark Advisory Services, LLC in a non-investment capacity. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, offering discretionary asset management, financial planning, and access to third-party managed solutions. The firm emphasizes portfolio construction based on client objectives and risk tolerance, provides access to alternative investments for qualified clients, and manages multiple private funds with performance-based fee arrangements.

Robert Kuhn is a partner at Kuhn Capital Partners with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Epus Global Energy, LLC. In addition to his advisory role, Kuhn operates as an independent insurance agent and is involved in managing several investment-related businesses and private funds. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, retirement rollover advice, and access to third-party managed solutions. The firm constructs portfolios based on client objectives, risk tolerance, and time horizon, employing fundamental and technical analysis and offering alternative investments and private funds for qualified clients.