Kuhn Capital Partners

$169.9MAssets under management
as of Mar 2026 · SEC Form ADV
Oak Brook, IL
Visit website
5 people on Advicer connected to this.

Tech stack

No one at Kuhn Capital Partners has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Kuhn Capital Partners's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $11M held · filed Jan 2020
Fidelity
Per Form ADV · $6M held · filed Jan 2020
Origin Bank
Per Form ADV · $6M held · filed Jan 2020
Liberty Trust Company, LTD.
Per Form ADV · $4M held · filed Jan 2020
Interactive Brokers
Per Form ADV · $3M held · filed Jan 2020
Vantage Retirement Services
Per Form ADV · $2M held · filed Jan 2020
Ira Services Trust Company
Per Form ADV · $25K held · filed Jan 2020