Ckhfinancial LLC

Overview

Ckhfinancial LLC is a small, independent registered investment adviser operating as an individual-owned limited liability company that serves individual and family clients. The firm combines portfolio management and financial planning with insurance-broker activities and charges clients via a blend of AUM-based fees, hourly fees, and fixed fees. It acts as a capital allocator, sourcing third-party managers when appropriate and providing selection-of-other-advisers services alongside direct portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices