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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-30-2000
- Office Locations
- 2
Office Locations
About J.p. King Advisors, Inc.
J.p. King Advisors, Inc. is a Walnut Creek-based RIA with 2 offices. The firm has been operating for 25 years. Managing $889.7M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 25, 2026, reported AUM increased 19.6%, from $743.7M to $889.7M.
Across 5 reported observations, AUM increased 33.8% between March 16, 2022 and March 25, 2026, from $665.0M to $889.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 904 clients, or 180.8 clients per representative. That equates to $984.2K in reported AUM per client.
The profile lists 2 reported office locations and 25 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
SCOTT NICOLAS HORTON
Chief Executive Officer, Chief Investment Officer, Financial Advisor, General Partner, President
- CRD
- #2666018
- Ownership
- 50% but less than 75%
JUSTIN WILLIAM DODSON
Chief Compliance Officer, Chief Operating Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4217330
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Jonathan Gonzalez
Financial Advisor Associate
- CRD
- #7027517
DOUGLAS R VILLING
Financial Advisor, General Partner
- CRD
- #2999033
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $889,700,000 | $617,847 |
| Non-Discretionary | $0 | -- |
| Total | $889,700,000 | $617,847 |
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Separately Managed Accounts
SMA allocation detail is available
J.p. King Advisors, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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