King Financial

Overview

King Financial operates as a boutique wealth manager and capital allocator that leans heavily toward equity exposure while offering a broad advisory toolkit. The firm serves both individual and family clients as well as institutional relationships, providing portfolio management, pension consulting and the selection of other advisers. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements, and the firm also functions as an insurance broker, integrating insurance solutions into client planning and risk management. On the investment side, King Financial shows a clear preference for publicly traded equities and exchange-traded strategies as the primary building blocks of client portfolios. The adviser deploys third-party managers for select alternative allocations, with a stated emphasis on real estate. King Financial is not positioned as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices