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- Custodian
- Prudential ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-1997
- Office Locations
- 2
Office Locations
About King George Capital Mgmt, Inc.
King George Capital Mgmt, Inc. is a King George-based RIA with 2 offices. 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 56 clients, or 28 clients per representative. That equates to $714.3K in reported AUM per client.
The profile lists 2 reported office locations and 29 years in operation. The source data was last updated on March 11, 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
- Investment Vehicles
- Services
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The full King George Capital Mgmt, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN ARTHUR BROWN
President
- CRD
- #1067977
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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DAVID CLIFTON DYER
--
- CRD
- #4048757
Showing 1 of 2 contacts
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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
SMA allocation detail is available
King George Capital Mgmt, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.