Trevor Tripp
Kozak & Tripp Private Asset Management · Highlands Ranch, Colorado
Trevor Tripp 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 CA, CO, TX · CRD 5700505 |
| Exams passed | Series 66 (2010) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.kozaktripp.com |
| Profile |
How Trevor'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 Trevor
Is Trevor Tripp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor 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 Trevor charge for financial advice?
Trevor's firm, Kozak & Tripp Private Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Trevor Tripp based?
Trevor Tripp is based in Highlands Ranch, Colorado.
Is Trevor Tripp registered with the SEC?
Yes. Trevor Tripp is registered as an investment adviser representative in CA, CO and TX (CRD 5700505), 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 Trevor Tripp?
Through Trevor'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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