King George Capital Mgmt, Inc.

Overview

King George Capital Mgmt, Inc. is a small, independent registered investment adviser that serves individual and family clients with a focus on discretionary portfolio management and financial planning for individuals and small businesses. The firm operates under an owner-type structure led by an individual proprietor, and it charges both a percentage-of-AUM fee and hourly fees for advice. Its investment posture is equity-oriented: the adviser shows a clear preference for exchange-traded equities as the primary tool for implementing client portfolios, while also incorporating mutual funds and selected alternative real estate exposures. Portfolios are managed with a boutique scale in mind — relatively few clients and accounts, and nearly all assets handled on a discretionary basis — which suggests the firm emphasizes hands-on portfolio construction and ongoing rebalancing rather than passive custodial relationships. The adviser is not positioned as a capital allocator or pension consultant and does not report active ESG investing or multi-state adviser status.

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Public Holdings

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Location & Offices