RK
Robert M. Kuhn
KUHN CAPITAL PARTNERS
OAK BROOK, IL 60523
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CRD#: 2971886
RK
Professional summary
Robert Michael Kuhn is a registered financial advisor currently at KUHN CAPITAL PARTNERS located in Oak Brook, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 11 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; PLANO, TX; INSURANCE SALES; INSURANCE AGENT; START DATE 11/2015; APPROX 30% OF TIME BISON NATURAL RESOURCES; INVESTMENT RELATED; 2020 CALAMOS COURT, SUITE 200, NAPERVILLE, IL 60563, USA; OWNER OF INVESTMENT RELATED BUSINESSES WITH INTENTION OF LAUNCHING ADDITIONAL INVESTMENT VEHICLES FOR QUALIFIED CLIENTS; CEO AND PRESIDENT RESPONSIBLE FOR DAY TO DAY MANAGEMENT AND ALL INVESTMENT RELATED DECISIONS, 2024-09-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 4;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 5 KCP ENERGY FUND LP & KCP ENERGY FUND GP LLC; AND KCP OPPORTUNITY FUND LP & KCP OPPORTUNITY FUND GP LLC; OWNER OF THE GP LLC AND MANAGER OF THE HEDGE FUND; INVESTMENT RELATED: YES; 2020 CALAMOS COURT, SUITE 200, NAPERVILLE, IL 60563, USA; OWNER AND PORTFOLIO MANAGER RESPONSIBLE FOR MAKING THE DAY TO DAY INVESTMENT DECISIONS FOR PORTFOLIOS TAILORED TO QUALIFIED CLIENTS; LAUNCHED 2023-11-01 AND 2022-10-01 RESPECTIVELY; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 4;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 5 As part of his role at Kuhn Capital Partners, LLC, Robert Kuhn is a partner of the General Partner for Bison Alpha Fund & Bison II, two Private Funds managed by Kuhn Capital Partners, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Michael Kuhn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 23, 2016 - Present
KUHN CAPITAL PARTNERS
Office #1: 1415 West 22nd St Ste 530, Oak Brook, IL 60523RIA
CRD#: 283028
OAK BROOK, IL
Past
September 9, 2011 - November 16, 2015
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
PLANO, TX
Past
September 9, 2011 - November 16, 2015
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
PLANO, TX
Past
May 20, 2009 - September 21, 2011
LPL FINANCIAL LLC
RIA
CRD#: 6413
MCKINNEY, TX
Past
May 7, 2009 - September 21, 2011
LPL FINANCIAL LLC
BD
CRD#: 6413
MCKINNEY, TX
Past
January 24, 2007 - April 30, 2009
DIRECTED SERVICES LLC
BD
CRD#: 21675
WEST CHESTER, PA
Past
April 17, 2006 - January 31, 2007
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
COLUMBUS, OH
Past
October 27, 2005 - April 18, 2006
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
GLEN ALLEN, VA
Past
October 3, 2003 - September 27, 2005
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
COLUMBUS, OH
Past
May 9, 2003 - August 26, 2003
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
HANOVER PARK, IL
Past
May 9, 2003 - August 26, 2003
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Past
January 9, 2003 - May 14, 2003
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
August 22, 2002 - December 19, 2002
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
PLANO, TX
Past
August 19, 2002 - December 19, 2002
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
August 16, 2000 - July 29, 2002
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
OAKBROOK TERRAC, IL
Past
July 28, 2000 - July 29, 2002
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
April 26, 1999 - September 9, 1999
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
February 16, 1999 - April 29, 1999
EISNER SECURITIES, INC.
BD
CRD#: 40585
ST. LOUIS, MO
Past
March 9, 1998 - March 2, 1999
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KC
KUHN CAPITAL PARTNERS
ANDREW M. KUHN | WHITNEY-KUHN, LLC | WHITNEY PARTNERS WEALTH MANAGEMENT | STRATEGIC ASSET PRESERVATION | RUSSELL FINANCIAL, LLC | RETIREMENT FINANCIAL GROUP | PWMG | PILOTS WEALTH MANAGEMENT GROUP, LLC | PILOTS WEALTH MANAGEMENT GROUP | NEXT PHASE FINANCIAL | KUHN GROUP INVESTMENT WEALTH ADVISORS | KUHN CAPITAL PARTNERS, LLC | KUHN CAPITAL PARTNERS | KCP OPPORTUNITY FUND GP LLC | KCP ENERGY FUND GP LLC | FOCUSED COMPOUNDING CAPITAL MANAGEMENT, LLC | FOCUSED COMPOUNDING CAPITAL MANAGEMENT | EAGLE FINANCIAL SOLUTIONS | CAPITAL PRESERVATION GROUP | BUILDING EQUITIIES | BUILDING EQUITIES | BISON NATURAL RESOURCES
CRD#: 283028 / SEC#: 801-132541
RIA
Registered Investment Advisory firm - (4/25/2025 Approved)California
Registered Investment Advisory firm - (6/11/2025 Terminated)Florida
Registered Investment Advisory firm - (5/12/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/12/2025 Terminated)Iowa
Registered Investment Advisory firm - (5/12/2025 Terminated)Michigan
Registered Investment Advisory firm - (5/19/2025 Terminated)Ohio
Registered Investment Advisory firm - (5/12/2025 Terminated)Texas
Registered Investment Advisory firm - (5/12/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(10/14/2020)
IAR
Iowa(7/20/2020)
IAR
Michigan(8/3/2020)
IAR
Texas(5/23/2016)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KC
KUHN CAPITAL PARTNERS
ANDREW M. KUHN | WHITNEY-KUHN, LLC | WHITNEY PARTNERS WEALTH MANAGEMENT | STRATEGIC ASSET PRESERVATION | RUSSELL FINANCIAL, LLC | RETIREMENT FINANCIAL GROUP | PWMG | PILOTS WEALTH MANAGEMENT GROUP, LLC | PILOTS WEALTH MANAGEMENT GROUP | NEXT PHASE FINANCIAL | KUHN GROUP INVESTMENT WEALTH ADVISORS | KUHN CAPITAL PARTNERS, LLC | KUHN CAPITAL PARTNERS | KCP OPPORTUNITY FUND GP LLC | KCP ENERGY FUND GP LLC | FOCUSED COMPOUNDING CAPITAL MANAGEMENT, LLC | FOCUSED COMPOUNDING CAPITAL MANAGEMENT | EAGLE FINANCIAL SOLUTIONS | CAPITAL PRESERVATION GROUP | BUILDING EQUITIIES | BUILDING EQUITIES | BISON NATURAL RESOURCES
CRD#: 283028 / SEC#: 801-132541
RIA
Registered Investment Advisory firm - (4/25/2025 Approved)California
Registered Investment Advisory firm - (6/11/2025 Terminated)Florida
Registered Investment Advisory firm - (5/12/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/12/2025 Terminated)Iowa
Registered Investment Advisory firm - (5/12/2025 Terminated)Michigan
Registered Investment Advisory firm - (5/19/2025 Terminated)Ohio
Registered Investment Advisory firm - (5/12/2025 Terminated)Texas
Registered Investment Advisory firm - (5/12/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1415 West 22nd St Ste 530, Oak Brook, IL 60523
Mailing Address
Phone number
(800) 674-3217
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 732 |
| AUM (Assets Under Management) | $ 125,847,308 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
