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Kuhn And Associates, Inc. (Durham)


Kuhn And Associates, Inc. is a large advisory firm based in Durham. It manages $290.49 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Colorado, Florida, North Carolina, and Texas.

Kuhn And Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kuhn And Associates: assets under management

The assets under management (AUM) of Kuhn And Associates, Inc. is $290.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $290.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.32 million each.
Kuhn And Associates has custody of $92.05 million in cash and securities for 87 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kuhn And Associates, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Durham

The principal office where Kuhn And Associates, Inc. performs its advisory services is located at 3622 Lyckan Parkway, Durham, NC 27707, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-493-3233 or by fax 919-493-3666. The normal business hours are 8:30am - 5:00pm on Monday - Friday.


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