Kuhn Advisors, Inc.

Kuhn Advisors, Inc., established in 1993, is owned by Mark A. Kuhn and Scott W. Ranby. The firm specializes in discretionary investment management services, employing a "value investing" approach tailored to individual client objectives. With assets under management totaling $753,733,591 as of December 31, 2024, Kuhn Advisors focuses on maximizing portfolio growth potential while managing risk through asset class diversification and value investing. The firm emphasizes long-term wealth building, advocating for a minimum investment horizon of five years and disciplined, active fund management. For new advisory clients, a minimum of $1 million in managed assets is required, although account minimums may be waived at the firm's discretion. Kuhn Advisors charges fees based on a tiered structure, with annual rates ranging from 1.0% to 0.5% of managed assets, depending on the asset level. Financial planning services are bundled with investment advisory services, with fees starting at $500 upfront and $200 to $250 monthly thereafter. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. Clients have investment discretion, with Kuhn Advisors making investment decisions based on agreed-upon guidelines and objectives. The firm does not compensate for client referrals and has no disciplinary history. Clients receive regular account reviews and statements, with assets held by qualified custodians. Kuhn Advisors maintains a Code of Ethics, ensuring integrity, transparency, and client-focused practices.