King Capital Management LLC

Overview

King Capital Management LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. It bills clients using a mix of percentage-of-assets and fixed-fee arrangements and is not identified as an ESG-focused manager. The firm is not classified as a capital allocator and does not describe itself as a multi-state adviser in its snapshot classification, though it maintains more than one office location. The advisor’s operating entity is a limited liability company and its advisory menu centers on traditional wealth-management services rather than pension consulting or related-adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices