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Christensen, King & Associates Investment Services, Inc.

Christensen, King & Associates Investment Services, Inc.. CRD 116556

Christensen, King & Associates Investment Services, Inc. logo

CRD: 116556

Christensen, King & Associates Investment Services, Inc.

Richland, WA, 99354
5099431040
ckacpa.com
$294.3M Total AUM
$294.3M Disc. AUM
11.4% 3Y CAGR
10 Employees
540 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
02-01-2000
Office Locations
1

Office Locations

1334 Jadwin Ave. Richland WA

About Christensen, King & Associates Investment Services, Inc.

Christensen King & Associates Investment Services, Inc. (Richland, WA) provides investment management and financial planning alongside Christensen King PC’s tax preparation and accounting, offering integrated advice under one roof. Serving the Tri-Cities area, the firm focuses on individuals and business owners, with portfolio construction and asset-allocation approaches using vehicles such as mutual funds and ETFs. Custodied with Charles Schwab & Co.

Team overview

44 AVG AGE
$32.7M AVG AUM / ADVISOR
$544.9K AVG AUM / CLIENT
19.1 yrs AVG TENURE
10 Employees
9 Advisory Reps
9 RIA Reps
26yrs Firm Age

Insights

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Asset Classes

Value Vital Quantum vertex

Client Personas

Matrix Zenith

Custodian

Ember Pathway

Investment Themes

Matrix ember

Investment Vehicles

Ridge focus

Services

Radial insight Matrix Prime Element vertex Element prime Ember

Owner & Executives

A

ANTHONY PRINCE ADAMS

Investment Advisor Representative, VICE PRESIDENT

CRD
#7199920
Ownership
10% but less than 25%
(943) 518-5644
ember.oak@momentumcapital.com
in linkedin.com/in/foundation-ember
M

MOLLY J ANDLER

Investment Advisor Representative, VICE PRESIDENT

CRD
#6400384
Ownership
10% but less than 25%
(573) 503-2254
element.value@alphacapital.com
in linkedin.com/in/quantum-meridian
U

Unison matrix

Bridge summit

CRD
#24466
Ownership
15.1%
(247) 413-6401
frontier.zenith@insightcapital.com
in linkedin.com/in/meridian-prime

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Contacts

C

CARYLE EILEEN BROWN

Investment Advisor Representative

CRD
#4482746
(576) 861-3768
optima.pathway@eaglecapital.com
in linkedin.com/in/focus-delta
R

ROBERT ARPKE MCBRIDE JR.

Investment Advisor Representative

CRD
#4482743
(880) 556-6263
summit.beacon@harborcapital.com
in linkedin.com/in/ridge-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-15-2022
02-28-2023
03-08-2024
03-24-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $294,261,730 $284,861
Non-Discretionary $0 --
Total $294,261,730 $284,861

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Separately Managed Accounts

Total SMA Asset: $294,261,730

$294.3M Total SMA
Public Funds:
27.8%
Equity - Exchange:
18.5%
Cash:
28.4%
U.S. Government/Agency:
25.3%
Asset class Assets Assets %
Public Funds $372,498,146 27.8%
Equity - Exchange $247,885,457 18.5%
Cash $380,537,674 28.4%
U.S. Government/Agency $339,000,112 25.3%
Total $1,339,921,389 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
FOUNDATION HARBOR VALUE BEACON FBGB3UGF3 IMP 12.12% $60,187,811
OPTIMA ALPHA BEACON ATLAS EMBER NI0XH120E XYHE 5.38% $42,355,536
GLACIER SIGNAL EAGLE EMBER CWX7P2QB1 ZVP 4.41% $25,262,773
ZENITH RIDGE FRONTIER HORIZON FOCUS CER3325GF AZKSL 4.49% $64,501,037
SIGNAL INSIGHT RIDGE FRONTIER I6EENHOC9 VRFB 4.82% $37,321,136
NORTH SUMMIT EAGLE LEGACY INSIGHT SUJ8BTW7B GWEOT 4.78% $77,713,152
TIMBER UNISON FUSION CREST BTTCSHRIP DUA 0.82% $103,773,340
LEGACY WAVE GLACIER PATHWAY 3C9WDOHQD YNH 5.59% $49,839,869

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