King Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 151781
- Custodians
- CHARLES SCHWAB & CO., INC., TRANSAMERICA INVESTORS SECURITIES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.34%
- Individuals19.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
King Capital Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm provides fee-based financial planning and discretionary portfolio management for individuals and small businesses, using a mix of percentage-of-AUM and fixed-fee billing. The firm does not identify as an active ESG investor, is not a pension consultant, and is not flagged as a capital allocator or related adviser. Services are concentrated on individual and family clients rather than institutional mandates. The adviser’s documented activities center on financial planning and ongoing portfolio management rather than broader institutional consulting or multi-state advisory programs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- State & Local Bonds4%
- Other4%
- Exchange Traded Equities2%
Contacts
2 of 2Patricia King
SecretaryCRD 5718878
Gary King
Vice PresidentCRD 5718872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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