KUHN ADVISORS, INC.
CRD #117816 SEC #801-44183 DURHAM, NC 919-493-3233
SEC Registered
Total AUM
$753.7M
Discretionary
$753.7M
Employees
8
Clients
10
Accounts
1,341
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $753.7M | $753.7M | $0 | 8 | 80 |
| Feb 2024 | $719.9M | $719.9M | $0 | 8 | 94 |
| Mar 2023 | $631.9M | $631.9M | $0 | 8 | 99 |
| Feb 2023 | $709M | $709M | $0 | 7 | 101 |
| Mar 2022 | $709M | $709M | $0 | 7 | 101 |
| Jan 2022 | $511.4M | $511.4M | $0 | 7 | 117 |
| May 2021 | $511.4M | $511.4M | $0 | 8 | 117 |
| Mar 2021 | $511.4M | $511.4M | $0 | 8 | 117 |
| Jun 2020 | $395.8M | $395.8M | $0 | 7 | 92 |
| May 2020 | $395.8M | $395.8M | $0 | 7 | 92 |
| May 2020 | $395.8M | $395.8M | $0 | 7 | 92 |
| Mar 2020 | $395.8M | $395.8M | $0 | 7 | 92 |
| Nov 2019 | $332M | $332M | $0 | 6 | 93 |
| Sep 2019 | $332M | $332M | $0 | 6 | 93 |
| Mar 2019 | $332M | $332M | $0 | 6 | 1 |
| Jun 2018 | $374M | $374M | $0 | 6 | 1 |
| Mar 2018 | $374M | $374M | $0 | 6 | 1 |
| Mar 2017 | $319.4M | $319.4M | $0 | 6 | 200 |
| Mar 2016 | $272.1M | $272.1M | $0 | 6 | 200 |
| Jul 2015 | $294.4M | $294.4M | $0 | 6 | 200 |
| Mar 2015 | $294.4M | $294.4M | $0 | 6 | 200 |
| Jul 2014 | $290.5M | $290.5M | $0 | 5 | 200 |
| Jun 2014 | $290.5M | $290.5M | $0 | 5 | 200 |
| Apr 2014 | $290.5M | $290.5M | $0 | 5 | 200 |
| Mar 2014 | $290.5M | $290.5M | $0 | 5 | 200 |
| Feb 2014 | $244.2M | $244.2M | $0 | 5 | 200 |
| Dec 2013 | $244.2M | $244.2M | $0 | 5 | 200 |
| Mar 2013 | $244.2M | $244.2M | $0 | 5 | 200 |
| Mar 2013 | $242.7M | $242.7M | $0 | 5 | 200 |
| Dec 2012 | $242.7M | $242.7M | $0 | 5 | 200 |
| Nov 2012 | $242.7M | $242.7M | $0 | 5 | 200 |
| May 2012 | $242.7M | $242.7M | $0 | 6 | 200 |
| Mar 2012 | $323.3M | $323.3M | $0 | 6 | 200 |
| Mar 2011 | $321.7M | $321.7M | $0 | 10 | -- |
| Jun 2010 | $250.5M | $250.5M | $0 | 10 | -- |
| Mar 2009 | $186.5M | $186.5M | $0 | 10 | -- |
| Feb 2007 | $218.4M | $0 | $218.4M | 10 | -- |
| Feb 2006 | $180.2M | $0 | $180.2M | 5 | -- |
| Jan 2004 | $112.7M | $0 | $112.7M | 5 | -- |
| Dec 2003 | $84.8M | $0 | $84.8M | 5 | -- |
DateMar 2025
Total AUM$753.7M
Discretionary$753.7M
Non-Disc.$0
Employees8
Clients80
DateFeb 2024
Total AUM$719.9M
Discretionary$719.9M
Non-Disc.$0
Employees8
Clients94
DateMar 2023
Total AUM$631.9M
Discretionary$631.9M
Non-Disc.$0
Employees8
Clients99
DateFeb 2023
Total AUM$709M
Discretionary$709M
Non-Disc.$0
Employees7
Clients101
DateMar 2022
Total AUM$709M
Discretionary$709M
Non-Disc.$0
Employees7
Clients101
DateJan 2022
Total AUM$511.4M
Discretionary$511.4M
Non-Disc.$0
Employees7
Clients117
DateMay 2021
Total AUM$511.4M
Discretionary$511.4M
Non-Disc.$0
Employees8
Clients117
DateMar 2021
Total AUM$511.4M
Discretionary$511.4M
Non-Disc.$0
Employees8
Clients117
DateJun 2020
Total AUM$395.8M
Discretionary$395.8M
Non-Disc.$0
Employees7
Clients92
DateMay 2020
Total AUM$395.8M
Discretionary$395.8M
Non-Disc.$0
Employees7
Clients92
DateMay 2020
Total AUM$395.8M
Discretionary$395.8M
Non-Disc.$0
Employees7
Clients92
DateMar 2020
Total AUM$395.8M
Discretionary$395.8M
Non-Disc.$0
Employees7
Clients92
DateNov 2019
Total AUM$332M
Discretionary$332M
Non-Disc.$0
Employees6
Clients93
DateSep 2019
Total AUM$332M
Discretionary$332M
Non-Disc.$0
Employees6
Clients93
DateMar 2019
Total AUM$332M
Discretionary$332M
Non-Disc.$0
Employees6
Clients1
DateJun 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees6
Clients1
DateMar 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees6
Clients1
DateMar 2017
Total AUM$319.4M
Discretionary$319.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$272.1M
Discretionary$272.1M
Non-Disc.$0
Employees6
Clients200
DateJul 2015
Total AUM$294.4M
Discretionary$294.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$294.4M
Discretionary$294.4M
Non-Disc.$0
Employees6
Clients200
DateJul 2014
Total AUM$290.5M
Discretionary$290.5M
Non-Disc.$0
Employees5
Clients200
DateJun 2014
Total AUM$290.5M
Discretionary$290.5M
Non-Disc.$0
Employees5
Clients200
DateApr 2014
Total AUM$290.5M
Discretionary$290.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$290.5M
Discretionary$290.5M
Non-Disc.$0
Employees5
Clients200
DateFeb 2014
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees5
Clients200
DateDec 2013
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees5
Clients200
DateDec 2012
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees5
Clients200
DateNov 2012
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees5
Clients200
DateMay 2012
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$323.3M
Discretionary$323.3M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$321.7M
Discretionary$321.7M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$186.5M
Discretionary$186.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$218.4M
Discretionary$0
Non-Disc.$218.4M
Employees10
Clients--
DateFeb 2006
Total AUM$180.2M
Discretionary$0
Non-Disc.$180.2M
Employees5
Clients--
DateJan 2004
Total AUM$112.7M
Discretionary$0
Non-Disc.$112.7M
Employees5
Clients--
DateDec 2003
Total AUM$84.8M
Discretionary$0
Non-Disc.$84.8M
Employees5
Clients--