Chad Kobes
BRK Wealth Management · Lexington, Kentucky
Chad Kobes is a fee-only financial advisor at BRK Wealth Management in Lexington, Kentucky. BRK Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | BRK Wealth Management |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.3M across 13 accounts |
| SEC registration | Investment adviser representative in KY · CRD 5294207 |
| Exams passed | Series 63 (2007) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | brkwealthmanagement.com |
How Chad's firm compares
- BRK Wealth Management's average account is about $485,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Chad
Is Chad Kobes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and BRK Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad's firm, BRK Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Chad Kobes based?
Chad Kobes is based in Lexington, Kentucky.
Is Chad Kobes registered with the SEC?
Yes. Chad Kobes is registered as an investment adviser representative in KY (CRD 5294207), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BRK Wealth Management manage?
BRK Wealth Management reports $6.3M across 13 accounts in assets under management.
How do I contact Chad Kobes?
Through Chad's website, brkwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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