J.P. King Advisors, Inc.

RIASEC RegisteredEst. 2001
Total AUM
$890M
Discretionary
$890M
100% of AUM
Avg account
$618K
Accounts
1,440
Employees
7
Advisory reps
5

Firm details

Headquarters
WALNUT CREEK, California
CRD number
112109
Registered since
May 23, 2001
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI59.69%
  • Individuals39.79%
  • Pension & Profit Sharing Plans0.52%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

J.P. King Advisors, Inc. is an independent registered investment adviser that blends financial planning, portfolio management for individuals and small businesses, and insurance brokerage into a fee-based practice. The firm tilts toward equity exposure and makes heavy use of exchange-traded instruments across its client portfolios while also maintaining separately managed account strategies. Service delivery includes ongoing advisory relationships as well as educational seminars and workshops aimed at clients and prospects. The firm gained industry recognition as a Top RIA Firm by FA Magazine in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Public Funds/Mutual Funds 45%, Cash & Cash Equivalents 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%51%
  • Exchange Traded Equities51%
  • Public Funds/Mutual Funds45%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • SCOTT HORTON

    President, CEOCRD 2666018

Contacts

3 of 4
  • DOUGLAS VILLING

    Financial AdvisorCRD 2999033

  • JUSTIN DODSON

    PrincipalCRD 4217330

  • JESSICA SCHAFER

    Financial AdvisorCRD 4944529

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WALNUT CREEK, CA

CONTRA COSTA

Location

WALNUT CREEK, CA

Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
1600 S Main St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth