# KL Zech Investments

> KL Zech Investments is a state-registered investment advisory firm, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 113656
- Filed as: KL ZECH INVESTMENTS
- Legal name: Zech, Kevin L
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113656
- AdvisorCensus page: https://advisorcensus.com/firm/kl-zech-investments-113656

## Quick answers

**How is KL Zech Investments compensated?**
On its Form ADV (Item 5.E, October 2026), KL Zech Investments reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is KL Zech Investments registered with the SEC or a state?**
KL Zech Investments is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 113656.

**How much does KL Zech Investments manage?**
KL Zech Investments reports $10,008,591 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**What types of clients does KL Zech Investments serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (8).

**Does KL Zech Investments 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/113656

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $10,008,591
- Discretionary: $10,008,591
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $747,647 |
| High net worth individuals | 11 | $9,260,944 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KL Zech Investments (CRD 113656): Form ADV filing data as of October 2026.