{
  "crd_number": 117811,
  "slug": "kachkovsky-and-fisher-inc-san-diego-ca-117811",
  "primary_business_name": "KACHKOVSKY & FISHER, INC.",
  "legal_name": "KACHKOVSKY & FISHER, INC.",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-11-09",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 305078255.0,
  "raum_discretionary": 266226927.0,
  "raum_non_discretionary": 38851328.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1653116.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 60251586.0,
      "count": 314
    },
    "pension_profit_sharing": {
      "raum": 31173192.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 212000361.0,
      "count": 125
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "MA",
    "MI",
    "OR",
    "TX",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/KachkovskyandFisher",
    "https://kfria.com",
    "https://linkedin.com/company/kachkovsky-fisher-inc?trk=public_profile_topcard_current_company"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117811",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/kachkovsky-and-fisher-inc-san-diego-ca-117811",
  "display_name": "Kachkovsky & Fisher, Inc.",
  "summary": "Kachkovsky & Fisher, Inc. is an SEC-registered investment advisory firm in San Diego, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Kachkovsky & Fisher, Inc. (CRD 117811): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Kachkovsky & Fisher, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kachkovsky & Fisher, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Kachkovsky & Fisher, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $250 an hour (plan development); Flat fee: up to $10,000 (financial planning and consulting services); Flat fee: $10,000 (all services listed above). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Kachkovsky & Fisher, Inc. located?",
      "a": "Kachkovsky & Fisher, Inc.'s principal office is in San Diego, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Kachkovsky & Fisher, Inc. registered with the SEC or a state?",
      "a": "Kachkovsky & Fisher, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 117811."
    },
    {
      "q": "How much does Kachkovsky & Fisher, Inc. manage?",
      "a": "Kachkovsky & Fisher, Inc. reports $305,078,255 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (87% discretionary)."
    },
    {
      "q": "How have Kachkovsky & Fisher, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kachkovsky & Fisher, Inc.: Regulatory assets under management: $159,213,950 in the October 2021 data and $305,078,255 in the October 2026 data, up 92%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kachkovsky & Fisher, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (314); high net worth individuals (125); pension and profit sharing plans (but not the plan participants or government pension plans) (15)."
    },
    {
      "q": "Which custodians does Kachkovsky & Fisher, Inc. use?",
      "a": "Kachkovsky & Fisher, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kachkovsky & Fisher, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117811"
    },
    {
      "q": "Does Kachkovsky & Fisher, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 says: \"K&F will typically require new clients to have a minimum of $500,000 to invest; however, K&F may make exceptions on a client by client basis.\""
    },
    {
      "q": "What changed in Kachkovsky & Fisher, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $244,465,739 to $305,078,255 (+25%). Registered or notice-filed in FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 159213950.0,
      "total_employees": 5,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 205861233.0,
      "total_employees": 5,
      "filing_date": "2022-08-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 174618183.0,
      "total_employees": 6,
      "filing_date": "2023-02-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 211494673.0,
      "total_employees": 6,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 244465739.0,
      "total_employees": 6,
      "filing_date": "2025-02-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 305078255.0,
      "total_employees": 6,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $244,465,739 to $305,078,255 (+25%).",
        "Registered or notice-filed in FL."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (plan development)",
      "Flat fee: up to $10,000 (financial planning and consulting services)",
      "Flat fee: $10,000 (all services listed above)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "K&F will typically require new clients to have a minimum of $500,000 to invest; however, K&F may make exceptions on a client by client basis."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (plan development)"
        ],
        "quotes": [
          "Hourly fees: Our hourly fee for plan development is $250 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $10,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Fixed Fees: Our fixed fees are negotiable and will not exceed $10,000. Depending on circumstances, fees for financial planning and consulting services are offered to clients for small consulting projects."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $10,000 (all services listed above)"
        ],
        "quotes": [
          "Fixed Fees: Our fixed fees are negotiable and will not exceed $10,000. Depending on circumstances, fees for financial planning and consulting services are offered to clients for small consulting projects."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "plan development"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "flat",
          "amount": 10000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "all services listed above"
        }
      ]
    },
    "quotes": [
      "K&F will typically require new clients to have a minimum of $500,000 to invest; however, K&F may make exceptions on a client by client basis.",
      "Hourly fees: Our hourly fee for plan development is $250 per hour.",
      "Fixed Fees: Our fixed fees are negotiable and will not exceed $10,000. Depending on circumstances, fees for financial planning and consulting services are offered to clients for small consulting projects.",
      "Fixed Fees: Our fixed fees are negotiable and will not exceed $10,000. Depending on circumstances, fees for financial planning and consulting services are offered to clients for small consulting projects."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/kachkovsky-and-fisher-inc-san-diego-ca-117811.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 314,
      "fewer_than_5": false,
      "raum": 60251586.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 125,
      "fewer_than_5": false,
      "raum": 212000361.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 31173192.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1653116.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117811",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}