Silver King Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328016
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.08%
- Individuals9.92%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Silver King Asset Management, LLC is a small, client-focused RIA that provides discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates on equity exposure, using exchange-traded securities as its primary building blocks. Its client base is individual and family accounts rather than institutional or pension clients. The adviser does not position itself as an active ESG investor and is organized as a single-state, individually owned LLC focused on direct portfolio management rather than serving as a capital allocator or related-adviser network. Investment activity centers on traded-equity exposure supplemented with mutual funds and a targeted allocation to real estate through third-party managers. Given the firm’s size, portfolios appear to be managed at the account level with a high degree of discretionary control, suggesting tailored equity allocations and use of external managers for alternative exposures rather than in-house private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Bradley Carlton
Managing MemberCRD 7165201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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