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Robert Kuhn

Kuhn Capital Partners
26 Years of Experience
Oak Brook, IL
6 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Robert Kuhn is a registered investment advisor at Kuhn Capital Partners, based in Oak Brook, IL, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 271 clients with $170M in assets under management.

Kuhn Capital Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
271 clients
Average Client Portfolio
$627K average
Assets Under Management
$169.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees are negotiable and up to 2.75% annually, charged monthly in advance. Accounts can also be arranged with a flat management fee paid monthly.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1415 West 22nd St, Ste 530, Oak Brook, IL, 60523

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2020
Final
Customer Dispute
February 2019
Settled
Regulatory
May 2016
Final
Customer Dispute
March 2016
Denied
Employment Separation After Allegations
October 2015
Judgment / Lien
September 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an independent insurance agent since 2015, dedicating about 10-20% of his time to insurance sales. He also owns and manages several investment-related businesses, including Bison Natural Resources and KCP Energy/Opportunity Funds, spending minimal time on each.

Employment History
Current Registrations
Kuhn Capital Partners
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
UBS Financial Services INC.Broker
September 2011 - November 2015 · 4 yrs 2 mos
UBS Financial Services INC.
September 2011 - November 2015 · 4 yrs 2 mos
LPL Financial LLC
May 2009 - September 2011 · 2 yrs 4 mos
LPL Financial LLCBroker
May 2009 - September 2011 · 2 yrs 4 mos
Directed Services LLCBroker
January 2007 - April 2009 · 2 yrs 3 mos
Nationwide Investment Services CorporationBroker
April 2006 - January 2007 · 9 mos
Capital Brokerage CorporationBroker
October 2005 - April 2006 · 6 mos
Nationwide Investment Services CorporationBroker
October 2003 - September 2005 · 1 yr 11 mos
A. G. Edwards & Sons, INC.
May 2003 - August 2003 · 3 mos
A. G. Edwards & Sons, INC.Broker
May 2003 - August 2003 · 3 mos
Edward JonesBroker
January 2003 - May 2003 · 4 mos
Charles Schwab & CO., INC.
August 2002 - December 2002 · 4 mos
Charles Schwab & CO., INC.Broker
August 2002 - December 2002 · 4 mos
UBS Painewebber INC.
August 2000 - July 2002 · 1 yr 11 mos
UBS Painewebber INC.Broker
July 2000 - July 2002 · 2 yrs
Dean Witter Reynolds INC.Broker
April 1999 - September 1999 · 5 mos
Eisner Securities, INC.Broker
February 1999 - April 1999 · 2 mos
Dean Witter Reynolds INC.Broker
March 1998 - March 1999 · 1 yr
State Registrations4 states
IAILMITX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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