King Financial

Overview

King Financial is a California-registered corporate investment advisor owned by an individual principal that serves both high-net-worth individuals and institutional clients. The firm combines advisory services with insurance brokerage capabilities, offering portfolio management for individuals and small businesses, pension consulting, and the selection and oversight of other advisers. It operates on a mix of billing approaches — percentage of AUM, hourly charges, and fixed fees — and is identified as a capital allocator that places client capital with external managers when appropriate. King Financial is not positioned as an ESG-focused manager. Its activities emphasize direct portfolio management and adviser selection rather than large-scale multi-state advisory operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices