Brian Phillips
Professional Summary
Brian Phillips is a registered financial advisor currently at KUHN CAPITAL PARTNERS located in Oak Brook, Illinois. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brian has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
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, LLC | BISON NATURAL RESOURCES
Contact Information
Main Address
1415 West 22nd St Ste 530, Oak Brook, IL 60523Phone Number
(800) 674-3217# of Employees
5SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
271AUM (Assets Under Management)
$169,894,908Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2026 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
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, LLC | BISON NATURAL RESOURCES
State Registrations and Notice Filings
(10/7/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Phillips's CRS (Customer Relationship Summary).
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