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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

INDEPENDENT FINANCIAL ADVISORS

KUEHNE,CHRISTOPHER, CRD 125758

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1fe29e92-645e-c1ab-e3c1-24a76c550d15

Data as of Feb 13, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 0
Observed: Nov 15, 2011 to Feb 13, 2025
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $110MItem 5.F on the latest filing (2025-02-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $107MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 149
Individual clients: 7
High net worth clients: 23
SEC number: 801-66460
CRD: 125758
Filings on the tape: 33
First filed: Nov 15, 2011
Latest filed: Feb 13, 2025
Organised: Sole Proprietorship, NY

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KUEHNE, CHRISTOPHER	CHIEF COMPLIANCE OFFICER	E	yes	04/2006	Nov 15, 2011	Nov 14, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 13, 2025	$110M	$0	2	1	0	n/a	n/a
2023	Jan 25, 2024	$101M	$0	2	1	0	n/a	n/a
2022	Jan 12, 2023	$92.1M	$0	2	1	0	n/a	n/a
2021	Jan 17, 2022	$103M	$0	2	1	0	n/a	n/a
2020	Jan 25, 2021	$101M	$0	2	1	0	n/a	n/a
2019	Jan 28, 2020	$94.5M	$0	2	1	0	n/a	n/a
2018	Feb 6, 2019	$97.0M	$0	2	1	0	n/a	n/a
2017	Feb 21, 2018	$97.8M	$97.8M	2	1	0	n/a	n/a
2016	Feb 6, 2017	$89.6M	$0	2	1	n/a	n/a	n/a
2015	Jan 27, 2016	$91.3M	$0	2	1	n/a	n/a	n/a
2014	Feb 13, 2015	$98.0M	$0	2	1	n/a	n/a	n/a
2013	Feb 11, 2014	$91.9M	$0	2	1	n/a	n/a	n/a
2012	Feb 22, 2013	$90.8M	$0	2	1	n/a	n/a	n/a
2011	Feb 14, 2012	$84.8M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	n/a	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$110M	$101M	8.2%	$103M	2.1%	2	2	0	0

Relationships

Registered with (1)

← CHRISTOPHER KUEHNEAdvisorregistration: previous registration
Mar 8, 2021 to Dec 31, 2025factForm ADV

Controls (1)

← KUEHNE, CHRISTOPHEROwnerCHIEF COMPLIANCE OFFICER, ownership code E, individual
Nov 15, 2011 to Nov 14, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Advisor changed firm
Christopher Kuehne left Independent Financial Advisors for Greenwich Advisors, Llc (registered 2025-12-15)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Feb 2, 2026
Independent Financial Advisors no longer on the SEC adviser roster (last listed 2026-01-02, RAUM $109.7M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fe29e92-645e-c1ab-e3c1-24a76c550d15
First observed: Nov 15, 2011
Last observed: Feb 13, 2025 19 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INDEPENDENT FINANCIAL ADVISORS

KUEHNE,CHRISTOPHER, CRD 125758

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1fe29e92-645e-c1ab-e3c1-24a76c550d15

Data as of Feb 13, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KUEHNE, CHRISTOPHER

CHIEF COMPLIANCE OFFICER

yes

04/2006

Nov 15, 2011

Nov 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 13, 2025

$110M

n/a

2023

Jan 25, 2024

$101M

n/a

2022

Jan 12, 2023

$92.1M

n/a

2021

Jan 17, 2022

$103M

n/a

2020

Jan 25, 2021

$101M

n/a

2019

Jan 28, 2020

$94.5M

n/a

2018

Feb 6, 2019

$97.0M

n/a

2017

Feb 21, 2018

$97.8M

n/a

2016

Feb 6, 2017

$89.6M

n/a

2015

Jan 27, 2016

$91.3M

n/a

2014

Feb 13, 2015

$98.0M

n/a

2013

Feb 11, 2014

$91.9M

n/a

2012

Feb 22, 2013

$90.8M

n/a

2011

Feb 14, 2012

$84.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$110M

$101M

8.2%

$103M

2.1%