Travis R. Kauzer

KAUZER CAPITAL MANAGEMENT

WALNUT CREEK, CA 94596

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CRD#: 5554975

Professional summary

Travis R Kauzer is a registered financial advisor currently at KAUZER CAPITAL MANAGEMENT, LLC located in Walnut Creek, California.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Travis has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis R Kauzer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 10, 2025 - Present

KAUZER CAPITAL MANAGEMENT, LLC

Office #1: 2121 N California Blvd Ste 290, Walnut Creek, CA 94596

RIA

CRD#: 335715

WALNUT CREEK, CA

Past

December 23, 2014 - August 15, 2022

FORT POINT CAPITAL PARTNERS LLC

RIA

CRD#: 146759

SAN FRANCISCO, CA

Past

April 30, 2013 - October 17, 2014

FISHER INVESTMENTS

RIA

CRD#: 107342

SAN MATEO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/10/2025)

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Exams

State Security Law Exam

IAR

Series 65

Date: 6/9/2025

Uniform Investment Adviser Law Examination

Current Firm

KAUZER CAPITAL MANAGEMENT, LLC

CRD#: 335715 / SEC#:

California

Registered Investment Advisory firm - (6/10/2025 Approved)

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Contact information

Main Address

2121 N California Blvd Ste 290, Walnut Creek, CA 94596

Mailing Address

Phone number

(925) 360-7852

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Travis R. Kauzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis R Kauzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

KAUZER CAPITAL MANAGEMENT, LLC

FORT POINT CAPITAL PARTNERS LLC

FISHER INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2025

Current Firm

KAUZER CAPITAL MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

KAUZER CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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