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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Between February 26, 2025 and March 24, 2026, reported AUM increased 24.8%, from $244.5M to $305.1M.
Across 5 reported observations, AUM increased 48.2% between August 1, 2022 and March 24, 2026, from $205.9M to $305.1M.
Of the latest reported AUM, 87.3% is discretionary and 12.7% is non-discretionary.
The firm reports 3 advisory representatives and 457 clients, or 152.3 clients per representative. That equates to $667.6K in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Kachkovsky & Fisher, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Kachkovsky & Fisher, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.