Connor Crockett
Kozak & Tripp Private Asset Management · Highlands Ranch, Colorado
Connor Crockett 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 · CRD 8139327 |
| Exams passed | Series 65 (2026) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.kozaktripp.com |
How Connor'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 Connor
Is Connor Crockett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Connor 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 Connor charge for financial advice?
Connor's firm, Kozak & Tripp Private Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Connor Crockett based?
Connor Crockett is based in Highlands Ranch, Colorado.
Is Connor Crockett registered with the SEC?
Yes. Connor Crockett is registered as an investment adviser representative in CO (CRD 8139327), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Connor Crockett?
Through Connor'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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