Kristopher Kalish
The Kalish Group · Aurora, Illinois
Kristopher Kalish is a fee-only financial advisor at The Kalish Group in Aurora, Illinois. The Kalish Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | The Kalish Group |
|---|---|
| Based in | Aurora, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $29.1M across 68 accounts |
| SEC registration | Investment adviser representative in CA, IL · CRD 6487317 |
| Exams passed | Series 66 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | thekalishgrp.com |
How Kristopher's firm compares
- The Kalish Group's average account is about $428,000, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Kristopher
Is Kristopher Kalish a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristopher holds no broker registration, and The Kalish Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristopher charge for financial advice?
Kristopher's firm, The Kalish Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Kristopher Kalish based?
Kristopher Kalish is based in Aurora, Illinois.
Is Kristopher Kalish registered with the SEC?
Yes. Kristopher Kalish is registered as an investment adviser representative in CA and IL (CRD 6487317), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Kalish Group manage?
The Kalish Group reports $29.1M across 68 accounts in assets under management.
How do I contact Kristopher Kalish?
Through Kristopher's website, thekalishgrp.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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