KACHKOVSKY & FISHER, INC.
CRD #117811 SEC #801-114268 SAN DIEGO, CA 858.450.9711
SEC Registered
Total AUM
$244.5M
Discretionary
$211.9M
Employees
6
Clients
0
Accounts
413
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $244.5M | $211.9M | $32.6M | 6 | 0 |
| Mar 2024 | $211.5M | $180.8M | $30.7M | 6 | 1 |
| Feb 2023 | $174.6M | $150M | $24.6M | 6 | 1 |
| Aug 2022 | $205.9M | $172.3M | $33.6M | 5 | 1 |
| Jun 2022 | $205.9M | $172.3M | $33.6M | 5 | 1 |
| Mar 2022 | $205.9M | $172.3M | $33.6M | 5 | 1 |
| Mar 2022 | $205.9M | $172.3M | $33.6M | 5 | 1 |
| Mar 2021 | $159.2M | $148.2M | $11M | 5 | 1 |
| Sep 2020 | $122.8M | $114.6M | $8.2M | 4 | 0 |
| Jun 2020 | $122.8M | $114.6M | $8.2M | 4 | 0 |
| Jun 2020 | $122.8M | $114.6M | $8.2M | 4 | 0 |
| May 2020 | $122.8M | $114.6M | $8.2M | 4 | 0 |
| May 2020 | $122.8M | $114.6M | $8.2M | 4 | 0 |
| Feb 2020 | $122.8M | $114.6M | $8.2M | 4 | 0 |
| Aug 2019 | $100.4M | $89.6M | $10.8M | 4 | 0 |
| Mar 2019 | $100.4M | $89.6M | $10.8M | 4 | 0 |
| Oct 2018 | $107.9M | $94.9M | $13.1M | 3 | 0 |
DateFeb 2025
Total AUM$244.5M
Discretionary$211.9M
Non-Disc.$32.6M
Employees6
Clients0
DateMar 2024
Total AUM$211.5M
Discretionary$180.8M
Non-Disc.$30.7M
Employees6
Clients1
DateFeb 2023
Total AUM$174.6M
Discretionary$150M
Non-Disc.$24.6M
Employees6
Clients1
DateAug 2022
Total AUM$205.9M
Discretionary$172.3M
Non-Disc.$33.6M
Employees5
Clients1
DateJun 2022
Total AUM$205.9M
Discretionary$172.3M
Non-Disc.$33.6M
Employees5
Clients1
DateMar 2022
Total AUM$205.9M
Discretionary$172.3M
Non-Disc.$33.6M
Employees5
Clients1
DateMar 2022
Total AUM$205.9M
Discretionary$172.3M
Non-Disc.$33.6M
Employees5
Clients1
DateMar 2021
Total AUM$159.2M
Discretionary$148.2M
Non-Disc.$11M
Employees5
Clients1
DateSep 2020
Total AUM$122.8M
Discretionary$114.6M
Non-Disc.$8.2M
Employees4
Clients0
DateJun 2020
Total AUM$122.8M
Discretionary$114.6M
Non-Disc.$8.2M
Employees4
Clients0
DateJun 2020
Total AUM$122.8M
Discretionary$114.6M
Non-Disc.$8.2M
Employees4
Clients0
DateMay 2020
Total AUM$122.8M
Discretionary$114.6M
Non-Disc.$8.2M
Employees4
Clients0
DateMay 2020
Total AUM$122.8M
Discretionary$114.6M
Non-Disc.$8.2M
Employees4
Clients0
DateFeb 2020
Total AUM$122.8M
Discretionary$114.6M
Non-Disc.$8.2M
Employees4
Clients0
DateAug 2019
Total AUM$100.4M
Discretionary$89.6M
Non-Disc.$10.8M
Employees4
Clients0
DateMar 2019
Total AUM$100.4M
Discretionary$89.6M
Non-Disc.$10.8M
Employees4
Clients0
DateOct 2018
Total AUM$107.9M
Discretionary$94.9M
Non-Disc.$13.1M
Employees3
Clients0