Ckhfinancial LLC

Overview

Ckhfinancial LLC is a small, independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm serves individuals and families and combines financial planning and portfolio management for individual and small-business clients with insurance brokerage services. Its advisory compensation mixes a percentage of assets under management with hourly and fixed-fee engagements. The firm describes itself as a capital allocator and provides selection of other advisers as part of its offering, which indicates it places client assets with third-party managers when appropriate. Ckhfinancial does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives