Silver King Asset Management, LLC

RIASEC Registered
Total AUM
$9.2M
Discretionary
$9.2M
100% of AUM
Avg account
$419K
Accounts
22
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Public Funds/Mutual Funds 22%, Cash & Cash Equivalents 2%76%
  • Exchange Traded Equities76%
  • Public Funds/Mutual Funds22%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Bradley Carlton

    Bradley Carlton

    Managing MemberCRD 7165201

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth