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KING FINANCIAL INCORPORATED

Advisory

CA

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in CA
#2,721
of 5,480 advisers by AUM
Average account
$530K
across 202 accounts
AUM per adviser
$36M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM
$107M
Discretionary %
71.1%
Clients
152
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$107M
Discretionary AUM$76M
Non-Discretionary AUM$31M
Discretionary %71.1%
Total Clients152
Team
Total Employees4
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

VIEW RIDGE CAPITAL MANAGEMENT, LP
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$107M
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BREAKWATER INVESTMENT GROUP, LLC
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$107M
INTEGRATED PLANNING & INVESTMENTS
CLOVIS, CA
$107M
GLOBAL FIXED INCOME PARTNERS,LLC.
NEWPORT BEACH, CA
$107M
+46.6% 1Y
MUSE CAPITAL MANAGEMENT LLC
SANTA MONICA, CA
$107M
NORTH BAY WEALTH MANAGEMENT
PETALUMA, CA
$107M

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