Joseph Kogon
Parkwood Capital Management · Newport Beach, California
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.
Request an introduction to Joseph →
Facts
| Firm | Parkwood Capital Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.9M across 15 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8017117 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Joseph's firm compares
- Parkwood Capital Management's average account is about $262,000, from its Form ADV (assets managed divided by 15 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joseph
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
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.
See something wrong? Request a correction. Read our methodology.