Kachkovsky & Fisher, Inc.
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
FINTRXOverview
Kachkovsky & Fisher, Inc. is an independently owned registered investment adviser organized as a corporation and SEC-registered since 2018. The firm serves both individual & family clients and institutional accounts, offering financial planning and portfolio management across individual, small business, and institutional mandates. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Filings list pension consulting among the services the firm provides, though it is not designated as a pension consultant in its registration status. The firm does not identify as an active ESG investor and is not organized as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities36%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Kristian Fisher
Founding Partner and Wealth AdvisorCRD 2827120
Garry Kachkovsky
Founding PartnerCRD 2911581
Jaime Boyer
Project DirectorCRD 2943508
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$88.5M in ETFs
71%
$63.1M
19%
$25.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $14.1M | 46,461 | 15.92% |
Location
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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