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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-28-2018
- Office Locations
- 2
Office Locations
About King Financial
King Financial is an RIA serving business owners, specializing in complex retirement plan design, implementation, and ongoing management aimed at improving tax outcomes while building long-term wealth and family legacy. The firm uses tax-efficient investment strategies, including ETFs and fixed income such as U.S. government/agency bonds, and custodies assets on platforms including Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 71.1% is discretionary and 28.9% is non-discretionary.
The firm reports 3 advisory representatives and 152 clients, or 50.7 clients per representative. That equates to $704.9K in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on August 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
- Services
- Technology
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The full King Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DEVIN LEE KING
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5839705
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTOPHER ALLEN FAHEY
Financial Advisor
- CRD
- #8025253
Timothy Wayne Wheeler
--
- CRD
- #7764765
Showing 2 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,232,799 | -- |
| Non-Discretionary | $30,917,433 | -- |
| Total | $107,150,232 | -- |
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Separately Managed Accounts
SMA allocation detail is available
King Financial has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.