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KUHN CAPITAL PARTNERS

OAK BROOK, IL · CRD 283028 · IAPD ↗ · 800-674-3217

$169.9MRegulatory AUM
5Advisory reps
5Employees
0Clients
101-250Planning clients
4Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — KUHN CAPITAL PARTNERS notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2026 — KUHN CAPITAL PARTNERS reported RAUM up 35% ($125.8M -> $169.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — KUHN CAPITAL PARTNERS moved its main office from NAPERVILLE, IL to OAK BROOK, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
June 2025 — KUHN CAPITAL PARTNERS (NAPERVILLE, IL) is newly SEC-registered with $125.8M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.