Robert Upchurch Kohn
CFP®Professional Summary
Robert Upchurch Kohn, CFP®, who also goes by Rob Kohn, Robert Upchurch Kohn, Upchurch Robert Kohn, is a registered financial advisor currently at TENZING FINANCIAL LLC located in Williamsburg, Virginia. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Robert has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rob Kohn, Robert Upchurch Kohn, Upchurch Robert Kohn
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Videos & Posts
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COLONIAL RIVER WEALTH MANAGEMENT LLC
Contact Information
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COLONIAL RIVER WEALTH MANAGEMENT LLC
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Disclosures on record.
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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
TENZING FINANCIAL LLC
Contact Information
Main Address
1215 Mt Vernon Ave Suite C, Williamsburg, VA 23185Phone Number
(757) 703-0030# of Employees
5SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
752AUM (Assets Under Management)
$231,100,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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COLONIAL RIVER WEALTH MANAGEMENT LLC
Primary Firm SEC Registration
TENZING FINANCIAL LLC
State Registrations and Notice Filings
(7/1/2025)
(7/1/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Sep 2017About the Series 26 examSimilar Advisors
COLONIAL RIVER WEALTH MANAGEMENT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Robert Upchurch Kohn's CRS (Customer Relationship Summary).
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COLONIAL RIVER WEALTH MANAGEMENT LLC
