# Kuhn Advisors

Kuhn Advisors is a Bank / Wealth / Trust based in Durham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Durham, United States
- **Region:** North America
- **Address:** Durham, NC, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** kuhnadvisors.com

## Regulatory record

- **CRD number:** 117816
- **SEC file number:** 801-44183
- **Registration status:** Registered
- **Reports private funds:** No

## About

Kuhn Advisors is a comprehensive wealth management firm advising multi-generational families. The firm provides guidance across financial life, including retirement and education savings portfolios, charitable gifting, and inter-generational wealth transfers. It uses a lifelong planning process tailored to clients’ needs, goals, and constraints, and focuses on retirees, values-driven clients, mid-career professionals, and university faculty and staff.

## People

- Mark Kuhn — CPA — President & Founder
- Hunter Outen — CFP®, MBA — Wealth Advisor
- Susan Demeri — Senior Client Service Associate
- Julie Ellis — Senior Client Service Associate
- Anne Baber — Operations Manager
- Sylvia Goodyear — Executive Assistant
- Rachel Rush — Client Service Associate
- Kyle Feduccia — Wealth Analyst

## Related profiles

- [Kudelski Group Pension Fund](https://altss.com/profile/kudelski-group-pension-fund)
- [Kuka Group](https://altss.com/profile/kuka-group)

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Updated: 2026-08-11T15:07:12.582Z

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