KACHKOVSKY & FISHER, INC.

KACHKOVSKY & FISHER, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 117811). Regulatory assets under management: $305.1M.

Registration

• CRD: 117811
• SEC file number: 801-114268
• Type: Registered investment adviser
• Location: 3202 GOVERNOR DRIVE, SUITE 204, SAN DIEGO, CA, 92122
• Phone: 858.450.9711
• Latest filing: 2026-03-24
• Regulatory AUM: $305.1M
• Discretionary AUM: $266.2M
• Non-discretionary AUM: $38.9M
• Clients: 6
• Accounts: 442

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117811 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search