Caleb Kuhn
Caleb Kuhn is a registered investment advisor at 49 Financial, based in Austin, TX, with 2 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 3,839 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum advisory fee is 1.65% of assets under management, payable quarterly in advance. Fees are negotiable.
Fee Estimator
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Caleb is a licensed insurance agent since June 2023, operating under 49 Financial and providing fixed insurance services. This activity takes about a quarter of his time.
Employment History
Current Registrations
49 Financial
Previous Registrations
Oakwood Capital Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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
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