Kachkovsky & Fisher, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 24, 2026, reports $305M in regulatory assets under management, 6 employees, 1 office, and 442 accounts.
Assets Under Management
$305M
Employees
6
Offices
1 office
Total Clients
457
Primary office
SAN DIEGO, CA
3202 GOVERNOR DRIVE, SUITE 204, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 68.7% of total clients.
Top client categories% of clientsClients
1
Individuals
68.7%
314
2
HNWI
27.4%
125
3
Pension Plans
3.3%
15
4
Charitable
0.7%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$305Mas of March 24, 2026
Discretionary87.3%
$266M
87% of total RAUM87.3%
Non-discretionary12.7%
$39M
13% of total RAUM12.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$305M
Total Accounts442
10Y AUM Change+$197M (+182.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee76:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.