SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Kachkovsky & Fisher, Inc.
San Diego, CA
CRD 117811
Firm filing updated March 24, 2026 ·
- $305.1MAssets
- 3Advisory staff
- 442Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals314
- High net worth individuals125
- Pension and profit sharing plans15
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 314 | $60.3 million |
| High net worth individuals | 125 | $212.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $31.2 million |
| Charitable organizations | Fewer than 5 clients | $1.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- 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
Assets and accounts
- Regulatory assets$305.1 million
- Accounts442
- Discretionary$266.2 million · 425 accounts
- Non-discretionary$38.9 million · 17 accounts
People
- Employees6
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 117811, SEC file 801-114268.
- Registered with the SEC as an investment advisor (status date on record: November 9, 2018).
Is Kachkovsky & Fisher, Inc. a fiduciary?
Short answer: Kachkovsky & Fisher, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.