CRD: 298353
Kozak & Tripp Private Asset Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-06-2018
- Office Locations
- 1
Office Locations
About Kozak & Tripp Private Asset Management, Inc.
Kozak & Tripp Private Asset Management is an RIA based in Highlands Ranch, CO serving clients nationwide. The team provides comprehensive financial planning and portfolio management with an emphasis on client education and measurable goal tracking. Portfolios focus on asset allocation and risk management, often using ETFs and mutual funds, and are custodied primarily at Charles Schwab.
Reported data analysis
What the numbers show
Between February 19, 2025 and April 15, 2026, reported AUM increased 15.1%, from $706.5M to $813.4M.
Across 5 reported observations, AUM increased 66.6% between June 7, 2022 and April 15, 2026, from $488.2M to $813.4M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 2 advisory representatives and 791 clients, or 395.5 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on April 15, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Kozak & Tripp Private Asset Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER KOZAK
Chief Compliance Officer, Owner, Partner
- CRD
- #5530806
- Ownership
- 50% but less than 75%
TREVOR NOLEN TRIPP
Owner, Partner
- CRD
- #5700505
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Connor David Crockett
--
- CRD
- #8139327
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $812,300,685 | $344,780 |
| Non-Discretionary | $1,058,358 | $31,128 |
| Total | $813,359,043 | $340,318 |
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Separately Managed Accounts
SMA allocation detail is available
Kozak & Tripp Private Asset Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Kozak & Tripp Private Asset Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.