Disclosure Information

You are visiting the site of Carnick & Kubik, LLC, a fee-only financial advisory firm.

Carnick & Kubik Group, LLC is registered with the Securities and Exchange Commission (SEC) in Washington, DC, as an investment advisory firm and Craig Evans Carnick, CFP, is the Chairman and CCO of this firm. This firm specializes in comprehensive financial planning, business consulting and investment management. Carnick & Kubik, LLC provides clients with a wide range of financial advisory services. However, Carnick & Kubik, LLC does not render or offer to render personalized investment advice through this internet medium. This medium is limited to dissemination of general information on our service offerings and provides for an efficient method in which prospective clients may contact us. The information provided herein is for informational purposes only and does not constitute financial, investment, tax or legal advice. Investment advice can only be rendered after delivery of the appropriate disclosure statements (Form ADV, Part II) and execution of an Agreement between the client and the Firm.

Carnick & Kubik, LLC may provide investment advisory services only in the States in which it has completed registrations or notice filings or where the Firm is exempted from such filings.

Financial plans outlined on this site are for illustration purposes only. By their very nature, investment management and financial planning are long term projects. The information available on this site is general in nature and should not be construed as financial advice. Please remember that you should contact your investment advisor regarding your specific investment and financial planning needs before you take any steps to make changes. You are welcome to contact us to receive additional information or click on the area below to download our Client Brochure.

Click to download Client Brochure (form ADV)