RIA Intel›Advisers›California›KING, MATTHEW COCHRANE

KING, MATTHEW COCHRANE

Advisory

CA

Data as of Aug 13, 2026 · Source: SEC Form ADV

Rank in CA
#3,170
of 5,480 advisers by AUM
Average account
$305K
across 219 accounts
AUM per adviser
$33M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM
$67M
Discretionary %
100%
Clients
92
Employees
3

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$67M
Discretionary AUM$67M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients92
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

ASCENDANT CAPITAL MANAGEMENT
LA PALMA, CA
$67M
BARNETT, DAVID IRA
TUSTIN, CA
$67M
FAIRWAY CAPITAL ADVISORS, LLC
$67M
MARKI FINANCIAL SERVICES, LLC
$67M
THOMAS SEAMAN COMPANY
LAGUNA BEACH, CA
$67M
INFLECTION WEALTH LLC
$67M

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