K
Kirchner Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,900,000
Clients
29
3% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$548,276
About
Kirchner Financial Group is a small independent registered investment adviser managing about $15.9 million across roughly 29 client accounts and operating as a solo practitioner. The firm offers ongoing portfolio management and prepares written investment policy statements tailored to each client, principally serving individual investors with an emphasis on high‑net‑worth clients rather than non‑HNW retail households.
The firm typically acts with discretionary authority, implementing clients’ investment policies through a combination of charting, fundamental, quantitative and technical analysis and primarily recommending equities; its strategies may include long‑term trading and the use of margin. Trades are executed through a required custodian relationship with Schwab Institutional, and accounts are reviewed monthly with custodial account reporting provided to clients.
Notable distinctions in the brochure include a settled regulatory proceeding involving the firm’s principal in 2022 that resulted in a civil penalty and a temporary suspension, an uncommon disclosure for firms of this size. The brochure also discloses the principal’s insurance‑licensing activity (which the firm notes can create potential conflicts of interest) and a client base concentrated among high‑net‑worth individuals, both of which set the firm apart from many peers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1.00% annually
Account minimum: $10,000
Main office location
Kirchner Financial Group
Chicago IL, United States
Number of offices
1
Most active in
Kirchner Financial Group has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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