Kachkovsky & Fisher, Inc. (San Diego)

Name: Kachkovsky & Fisher, Inc.
Address: 3202 Governor Drive, San Diego, CA, 92122
Telephone: 858.450.9711

Kachkovsky & Fisher, Inc. is a large advisory firm based in San Diego. It manages $100.43 million of regulatory assets for 773 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states.

Kachkovsky & Fisher provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kachkovsky & Fisher: assets under management

The assets under management (AUM) of Kachkovsky & Fisher, Inc. is $100.43 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $89.64 million in discretionary accounts and $10.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $131.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $117.36 thousand.

Kachkovsky & Fisher has custody of $100.43 million in cash and securities for 311 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 82% of the total AUM. The second-largest asset type is exchange traded securities, which make up 8% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kachkovsky & Fisher, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kristian Robert Fisher serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Kristian Robert Fisher is high net worth individuals with 40 clients and $50.7 million of assets under management. Among the 14 most similar advisory firms, Kachkovsky & Fisher has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $100.43 million for 311 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Kachkovsky & Fisher doesn't advise any private funds.

Careers at Kachkovsky & Fisher, Inc.

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Kristian Robert Fisher has been acting as President since 1 Apr 2001. Garry Kachkovsky joined the executive team most recently as the Secretary & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kristian Robert Fisher	President	1 Apr 2001	50% - 75%	2827120
Garry Kachkovsky	Secretary & chief compliance officer	1 Apr 2001	50% - 75%	2911581

Based in San Diego

The principal office where Kachkovsky & Fisher, Inc. performs its advisory services is located at 3202 Governor Drive, San Diego, CA 92122 The mailing address of the firm is 3202 Governor Drive, San Diego, CA 92122. An additional office of the firm is in Evergreen, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858.450.9711 or by fax 866.604.9711. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at kachkovskyandfisher.com and its LinkedIn profile.