Kachkovsky & Fisher, Inc.

RIASEC Registered
Total AUM
$305M
Discretionary
$266M
87% of AUM
Avg account
$690K
Accounts
442
Employees
6
Advisory reps
3

Firm details

Headquarters
San Diego, California
CRD number
117811
Registered since
November 9, 2018
Website
www.kfria.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI69.49%
  • Individuals19.75%
  • Pension & Profit Sharing Plans10.22%
  • Charitable Organizations0.54%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Kachkovsky & Fisher, Inc. is an independent registered investment adviser that registered with the SEC in 2018. The firm is organized as a corporation and is owned by individuals. Its client mix spans individuals and families as well as institutional clients. Service offerings emphasize financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting. Fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not positioned as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 36%, Cash & Cash Equivalents 8%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents8%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

3 of 3
  • Kristian Fisher

    Kristian Fisher

    Founding Partner and Wealth AdvisorCRD 2827120

  • Garry Kachkovsky

    Garry Kachkovsky

    Founding PartnerCRD 2911581

  • Jaime Boyer

    Jaime Boyer

    Project DirectorCRD 2943508

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 51

Active vs passive

$92.4M in ETFs

Passive

73%

$67.3M

Active

18%

$25.1M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO NASDAQ 100 ETF (QQQM)InvescoPassiveLarge Growth$14.7M48,33415.93%
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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
3202 Governor Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth