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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Unlock allAssets Under Management
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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