Christopher Kozak
Kozak & Tripp Private Asset Management · Highlands Ranch, Colorado
Christopher Kozak is a fee-only financial advisor at Kozak & Tripp Private Asset Management in Highlands Ranch, Colorado. Kozak & Tripp Private Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Kozak & Tripp Private Asset Management |
|---|---|
| Based in | Highlands Ranch, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $813.4M across 2,390 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 5530806 |
| Exams passed | Series 63 (2009) · Series 66 (2011) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.kozaktripp.com |
How Christopher's firm compares
- Kozak & Tripp Private Asset Management's average account is about $340,000, from its Form ADV (assets managed divided by 2,390 accounts).
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Questions about Christopher
Is Christopher Kozak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Kozak & Tripp Private Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Kozak & Tripp Private Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christopher Kozak based?
Christopher Kozak is based in Highlands Ranch, Colorado.
Is Christopher Kozak registered with the SEC?
Yes. Christopher Kozak is registered as an investment adviser representative in CO and TX (CRD 5530806), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Kozak & Tripp Private Asset Management manage?
Kozak & Tripp Private Asset Management reports $813.4M across 2,390 accounts in assets under management.
How do I contact Christopher Kozak?
Through Christopher's website, www.kozaktripp.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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