BP
Brian Phillips
KUHN CAPITAL PARTNERS
OAK BROOK, IL 60523
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CRD#: 6963040
BP
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.
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.
Brian Phillips owns 7% of Bison Natural Resources, LLC. Bison Natural Resources, LLC owns the General Partner of Bison II and KCP Energy Fund, two private funds managed by Kuhn Capital Partners, LLC. As part of his role at Kuhn Capital Partners, LLC, Brian Phillips is a partner of the General Partner for Bison Alpha Fund, a Private Fund managed by Kuhn Capital Partners, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Phillips'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
October 7, 2025 - Present
KUHN CAPITAL PARTNERS
Office #1: 1415 West 22nd St Ste 530, Oak Brook, IL 60523RIA
CRD#: 283028
OAK BROOK, IL
Past
July 15, 2022 - January 6, 2025
CURI CAPITAL, LLC
RIA
CRD#: 134249
Oakbrook Terrace, IL
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(10/7/2025)
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
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