RIA Intel›Advisers›Georgia›KING FINANCIAL INVESTMENTS INC

KING FINANCIAL INVESTMENTS INC

Advisory

GA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Average account

$441K

across 86 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients28

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

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

WRH CAPITAL MANAGEMENT

$38M

MCKINNEY ASSET MANAGEMENT INC.

$38M

QUANTUM FINANCIAL STRATEGISTS INC

$38M

SMITH CAPITAL, LLC

PEACHTREE CITY, GA

$38M

STOEHR ADVICE LLC

$38M

PEACHTREE CREEK INVESTMENTS, LLC

$37M

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