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- Custodian
- Charles Schwab & Company · LPL Financial · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-24-2022
- Office Locations
- 1
Office Locations
About Ckhfinancial LLC
CKH Financial is a boutique advisory firm providing retirement planning, college savings, income analysis, estate planning, and life insurance, with an emphasis on passive, index-based investment strategies. Led by founder/CEO Christopher Kit Harrell (24+ years in financial services), the firm brings a planning-first approach for retail clients, including business owners and entrepreneurs, seeking disciplined asset allocation and risk management.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Christopher Kit Harrell
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4141212
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,684,184 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,684,184 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,684,184
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $864,416,905 | 12.5% |
| Cash | $2,123,007,919 | 30.7% |
| U.S. Government/Agency | $2,212,907,277 | 32.0% |
| Corporate - Investment Grade | $1,715,003,140 | 24.8% |
| Total | $6,915,335,241 | 100.0% |