CKHFINANCIAL LLC

RIASEC Registered

Total AUM

$2.7M

Discretionary

$2.7M

100% of AUM

Avg account

$41.9K

Accounts

64

Employees

1

Advisory reps

1

Firm details

Headquarters: UNIVERSITY CITY, Missouri
CRD number: 320767
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ckhfinancial LLC operates as an independent registered investment advisor, focusing on providing financial planning services and portfolio management for individuals and small businesses. The firm has a diverse client base, primarily consisting of individuals and families. Ckhfinancial LLC also engages in activities as an insurance broker. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how they charge clients for their services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds87%
Cash & Cash Equivalents5%
US Government Bonds4%
Investment Grade Corp Bonds1%

Owners & executives

1 of 1

Christopher Harrell
Chief Executive OfficerCRD 4141212

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

UNIVERSITY CITY, MO

SAINT LOUIS

Location

UNIVERSITY CITY, MO

Headquartered in UNIVERSITY CITY, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: SAINT LOUIS
Address: 8147 Delmar Blvd
Time zone: CT (UTC-6)
Office locations

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