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| Keyboard |
| Kachkovsky & Fisher Inc
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|---|---|
| CRD # | 117811 |
| SEC # | 801-114268 |
| CIK # | |
| AUM | 305.1 M (2026-03-24) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 858-450-9711 |
| Address | 3202 Governor Drive San Diego, CA 92122 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 314 | 60.3 |
| (b) Individuals (high net worth individuals) | 125 | 212.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 31.2 |
| (h) Charitable organizations | 3 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 442 | 305.1 |
| By Discretionary | ||
| Discretionary | 425 | 266.2 |
| Non-Discretionary | 17 | 38.9 |
| Total | 442 | 305.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.1 | |
| Total | 442 | 305.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Victoria Capital Management Inc
✚
|
SC | 305.5 M |
|
Keeler Thomas Management LLC
✚
|
UT | 305.5 M |
|
Rockwall Wealth Management Inc
✚
|
TX | 305.5 M |
|
Stableford Capital LLC
✚
|
AZ | 305.3 M |
|
Clarus Wealth Advisors LLC
✚
|
AZ | 305.2 M |
|
Retirement Capital Strategies Inc
✚
|
CA | 305.2 M |
|
Total Solutions Enterprise LLC
✚
|
NC | 305.0 M |
|
Old Slip Registered Investment Advisors LLC
✚
|
NY | 305.0 M |
|
Broadview Wealth Partners LLC
✚
|
CO | 304.7 M |
|
Black Cypress Capital Management LLC
✚
|
304.6 M |