Kuhn & Carson, Inc. is a large advisory firm based in Durham. It manages $242.73 million of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Colorado, Florida, Georgia, and 4 other states.
Kuhn & Carson provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kuhn & Carson, Inc. is $242.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Kuhn & Carson, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Andrew Kuhn has been acting as President since 1 Apr 1993. Elizabeth Gray Gregory joined the executive team most recently as the Chief Operating Officer, Chief Compliance Officer.
The principal office where Kuhn & Carson, Inc. performs its advisory services is located at 3622 Lyckan Parkway, Durham, NC 27707, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 919-493-3233 or by fax 919-493-3666. The normal business hours are 8:30am - 5:00pm on Monday - Friday.