# David de Koekkoek, CFP, EA

> David de Koekkoek, CFP, EA is a state-registered investment advisory firm in Chino, CA, registered since 1995, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 6, 2026.

- CRD: 113080
- Filed as: DAVID DE KOEKKOEK, CFP, EA
- Legal name: De Koekkoek, David Glenn
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chino, CA
- Filing period: October 2026
- Form ADV filing dated: June 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113080
- AdvisorCensus page: https://advisorcensus.com/firm/david-de-koekkoek-cfp-ea-chino-ca-113080

## Quick answers

**How is David de Koekkoek, CFP, EA compensated?**
On its Form ADV (Item 5.E, October 2026), David de Koekkoek, CFP, EA reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is David de Koekkoek, CFP, EA located?**
David de Koekkoek, CFP, EA's principal office is in Chino, CA, according to its Form ADV.

**Is David de Koekkoek, CFP, EA registered with the SEC or a state?**
David de Koekkoek, CFP, EA is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 113080.

**How much does David de Koekkoek, CFP, EA manage?**
David de Koekkoek, CFP, EA reports $78,634,412 in regulatory assets under management in its Form ADV filing dated June 6, 2026 (0% discretionary).

**What types of clients does David de Koekkoek, CFP, EA serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (118); high net worth individuals (32); charitable organizations (4).

**Does David de Koekkoek, CFP, EA report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113080

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $78,634,412
- Discretionary: $0
- Non-discretionary: $78,634,412

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 118 | $23,300,843 |
| High net worth individuals | 32 | $54,322,954 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 4 | $430,240 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 3 | $580,375 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1995 (30 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ddktax.com
- taxandretirementservices.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. David de Koekkoek, CFP, EA (CRD 113080): Form ADV filing data as of October 2026.