Kochis Fitz Tracy Fitzhugh & Gott, Inc. (San Francisco)


Kochis Fitz Tracy Fitzhugh & Gott, Inc. is a large advisory firm based in San Francisco. It manages $1.88 billion of regulatory assets for 421 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, California, Nebraska, New York, and Texas.

Kochis Fitz Tracy Fitzhugh & Gott provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kochis Fitz Tracy Fitzhugh & Gott: assets under management

The assets under management (AUM) of Kochis Fitz Tracy Fitzhugh & Gott, Inc. is $1.88 billion. The firm's AUM has grown by 293% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.45 billion in discretionary accounts and $430.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.94 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.39 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kochis Fitz Tracy Fitzhugh & Gott, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kochis Fitz Tracy Fitzhugh & Gott, Inc.

Jason Terrance Thomas has served as the Chief Investment Officer since 1 Mar 2005 and Stephen Kochis is the Chief Executive Officer of Kochis Fitz Tracy Fitzhugh & Gott, Inc. family office. Jane Marie Zaloudek joined the executive team most recently as the Vice President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Stephen Timothy Kochis Chief executive officer 1 Oct 1991 25% - 50% 2293884
Linda Fitz Executive vice president 1 Oct 1991 Other 2284193
Linda Jo Fitz Executive vice president 1 Oct 1991 Other 2284193
Stephen Kochis Chief executive officer 1 Oct 1993 25% - 50% 2293884
Linda Fitz Executive vice president 1 Oct 1993 25% - 50% 2284193
Thomas Gregory Tracy Vice president 1 Feb 1995 Other 4364788
Michael Putnam Fitzhugh Vice president 1 Jul 1998 Other 2390541
Kenneth Charles Gott Vice president 1 Jul 1998 Other 4364789
Michael Harris Kossman Chief financial & administrative officer 1 Aug 2000 Other 4364790
Sandra Leigh Bragar Vice president 1 May 2002 Other 4533687
Jane Marie Zaloudek Vice president 1 Jan 2005 Other 4934105
Gregory Ryan Schick Vice president 1 Jan 2005 Other 2796483
Jason Terrance Thomas Chief investment officer 1 Mar 2005 Other 4262931

Based in San Francisco

The principal office where Kochis Fitz Tracy Fitzhugh & Gott, Inc. performs its advisory services is located at 60 Spear Street, Suite 1100, San Francisco, CA 94105, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-394-6670 or by fax 415-394-6676. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.kochisfitz.com.

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