Whitney Kuhn, LLC (Plano)

Name: Whitney Kuhn, LLC
Address: 1700 Alma Drive, Plano, TX, 75075
Telephone: 972-591-6514

Whitney Kuhn, LLC is a multi-state adviser based in Plano. It manages $26.03 million of regulatory assets for 277 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Colorado, Hawaii, and 13 other states.

Whitney Kuhn provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Whitney Kuhn: assets under management

The assets under management (AUM) of Whitney Kuhn, LLC is $26.03 million. The firm's AUM has grown by 454% since the beginning of its operation, and $3 of the total AUM is attributable to clients outside of the United States.

The firm manages $17.03 million in discretionary accounts and $9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $139.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $58.06 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 60% of the total AUM. The second-largest asset type is other assets, which make up 36% of the firm’s portfolio. Investments in non-exchange traded securities form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Whitney Kuhn, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Whitney Kuhn serves?

The only and largest group of clients of Whitney Kuhn is high net worth individuals with 273 clients and $25.86 million of assets under management. Among the 0 most similar advisory firms, Whitney Kuhn has the 0th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $25.86 million for 273 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Whitney Kuhn doesn't advise any private funds.

Careers at Whitney Kuhn, LLC

The company employs 9 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Mitchel Kuhn	Managing principal / cco	1 Feb 2016	75% - 100%	6353122

Based in Plano

The principal office where Whitney Kuhn, LLC performs its advisory services is located at 1700 Alma Drive, Plano, TX 75075, which is also the mailing address of the firm. An additional office of the firm is in Oceanside, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-591-6514 or by fax 972-676-4221. The normal business hours are 8:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at facebook.com/safemoneygroup/.