RIA Intel›Advisers›Missouri›CKHFINANCIAL LLC

CKHFINANCIAL LLC

Advisory

UNIVERSITY CITY, MO

Data as of Jun 9, 2026 · Source: SEC Form ADV

Average account

$52K

across 70 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients70

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

70 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

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HILL-TOP FINANCIAL PLANNING, LLC

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ALBATROSS INVESTMENT SERVICES LLC

SAINT LOUIS, MO

$3M

ERICKSON FINANCIAL SOLUTIONS, LLC

$5M

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