Azmi Sharif

Kcd Financial, INC.

9 Years of Experience

4 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Kcd Financial, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

35 advisors

Number of Clients

1,145 clients

Average Client Portfolio

$159K average

Assets Under Management

$182.6M

Fee Structure

Minimum Investment:$25K

Location

1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

February 2025

Final

Regulatory

June 2024

Final

Employment Separation After Allegations

December 2022

Customer Dispute

July 2022

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Azmi operates two businesses: The Other Side of Medicine (since 2018) and Sharif Wealth Strategies (since 2021). Sharif Wealth Strategies is a DBA for FourStar Wealth Advisors LLC and takes about a quarter of Azmi's time, with 2 hours during market hours.