Charles Nicholas Kuhn

Employer firm

Arg Private Wealth, LLC CRD 336183

$280M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → Present
  Charles N Kuhn & Associates
  Cincinnati, OH
• 04/2010 → 03/2026
  Trinity Wealth Management, Llc
  Cincinnati, OH
• 03/2026 → Present
  Arg Private Wealth, Llc
  Cincinnati, OH

Previous Registrations

• 2010-11-03 → 2026-07-06
  Trinity Wealth Management Llc
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH
• 2026-03-09 → 2026-05-27
  Arg Private Wealth, Llc
  Cincinnati, OH
• 2003-01-30 → 2013-06-21
  Principal Securities, Inc.
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH
• 2005-09-08 → 2010-04-22
  Ojm Group, Llc
  Cincinnati, OH

Other Businesses

1. Cbus 744, LLC - Member, investment related-real estate, Start Date: 06/27/2022, Number of Hours: N/A 2. Clermont 248, LLC - Member, investment related-real estate, Start Date: 07/20/2023, Number of Hours: N/A 3. Dixon 162, LLC - Member, investment related-real estate and medical equipment, Start Date: 10/6/2021, Number of Hours: N/A 4. Miamisburg 86, LLC - Member, investment related-real estate, Start Date: 05/9/2022, Number of Hours: N/A

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-10
• S63 Uniform Securities Agent State Law Examination
  1996-05-31

Other Names

• Charlie Kuhn
• Charles Nicholas Kuhn
• Charles Nicholas Kuhn