# Joseph Kogon

> Joseph Kogon is a fee-only financial advisor at Parkwood Capital Management in Newport Beach, California. Parkwood Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-kogon/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Parkwood Capital Management
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $3.9M across 15 accounts
- **CRD:** 8017117 (https://adviserinfo.sec.gov/individual/summary/8017117)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Joseph Kogon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Parkwood Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Parkwood Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joseph Kogon based?

Joseph Kogon is based in Newport Beach, California.

### Is Joseph Kogon registered with the SEC?

Yes. Joseph Kogon is registered as an investment adviser representative in CA (CRD 8017117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Parkwood Capital Management manage?

Parkwood Capital Management reports $3.9M across 15 accounts in assets under management.

### How do I contact Joseph Kogon?

Contact details aren't on file yet. Search for Parkwood Capital Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8017117): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.