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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Value optima
- Established Date
- 10-25-2001
- Office Locations
- 1
Office Locations
About Kachkovsky & Fisher, Inc.
Kachkovsky & Fisher is an independent, fee-only registered investment advisor led by CFP® professionals, focused on comprehensive financial planning and investment guidance for clients including business owners and entrepreneurs. As a fiduciary, the firm selects and recommends investments solely in clients’ best interest, often implementing portfolios with public funds and ETFs. Custodied at Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KRISTIAN ROBERT FISHER
Partner, President
- CRD
- #2827120
- Ownership
- 50% but less than 75%
GARRY KACHKOVSKY
Chief Compliance Officer, Investment Advisor, Secretary
- CRD
- #2911581
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JAIME LYNNE BOYER
Wealth Advisor
- CRD
- #2943508
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $266,226,927 | $626,416 |
| Non-Discretionary | $38,851,328 | $2,285,372 |
| Total | $305,078,255 | $690,222 |
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Separately Managed Accounts
Total SMA Asset: $305,078,255
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,290,257,528 | 31.2% |
| Equity - Exchange | $417,679,520 | 10.1% |
| Cash | $934,609,620 | 22.6% |
| Corporate - Investment Grade | $616,180,679 | 14.9% |
| Municipal Bonds | $475,575,692 | 11.5% |
| Other | $401,137,757 | 9.7% |
| Total | $4,135,440,796 | 100.0% |