$22.1M Total AUM
$22.1M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2009
- Office Locations
- 2
Office Locations
-- Nahville TN
-- Nashville TN
About King Capital Management LLC
King Capital Management LLC is a Nashville-based RIA with 2 offices. The firm has been operating for 16 years. Managing $22.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Transamerica.
Team overview
-- AVG AGE
$22.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GARY LEE KING
Chief Compliance Officer, Managing Director
- CRD
- #5718872
- Ownership
- 50% but less than 75%
Available
Available
Available
P
PATRICIA BAGGETT KING
Secretary
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,111,337 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,111,337 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available Other:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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