K
CRD: 115430
King George Capital Mgmt, Inc.
King George, VA
5407753254
$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
2 Employees
56 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Prudential ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-1997
- Office Locations
- 1
Office Locations
12407 Ridge Road 12407 Ridge Road King George VA
About King George Capital Mgmt, Inc.
King George Capital Mgmt, Inc. is a King George-based RIA. The firm has been operating for 29 years. Managing $40.0M in total assets under management, with 2 advisory representatives. They custody assets with Prudential and TD Ameritrade. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
74 AVG AGE
$20.0M AVG AUM / ADVISOR
$714.3K AVG AUM / CLIENT
26.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
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Client Personas
Delta focus
Investment Vehicles
Unison
Services
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Owner & Executives
STEPHEN ARTHUR BROWN
President
- CRD
- #1067977
- Ownership
- 50% but less than 75%
(380) 333-3271
legacy.wave@atlascapital.com
in linkedin.com/in/unison-wave
Showing 1 of 1 owners & executives
Unlock allContacts
D
DAVID CLIFTON DYER
--
- CRD
- #4048757
(451) 251-8743
insight.momentum@northcapital.com
in linkedin.com/in/element-horizon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,000,000
Equity - Exchange:
21.4% Cash:
78.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $982,116,331 | 21.4% |
| Cash | $3,607,212,320 | 78.6% |
| Total | $4,589,328,651 | 100.0% |