Christensen, King & Associates Investment Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Christensen King & Associates Investment Services, Inc. provides discretionary portfolio management primarily to individual clients—including both non‑HNW and high‑net‑worth individuals—and to corporate clients, managing roughly $294 million in client assets through a nine‑advisor team. The firm charges percentage‑of‑AUM advisory fees and relies on custodians to maintain client assets and execute trades.
The firm develops individualized investment policies through client discussions that consider goals, time horizon, risk tolerance and tax considerations, then implements those policies using a mix of fundamental, technical, quantitative and asset‑allocation methods across individual securities, mutual funds and ETFs. Strategies range from long‑term buy‑and‑hold to shorter‑term trading as appropriate, accounts are monitored at least quarterly, and third‑party manager analysis is used when applicable.
A notable feature is the firm’s affiliation with an accounting practice: management personnel are partners in an affiliated CPA firm and devote substantial time to accounting services, and the two firms cross‑refer clients while keeping accounting and advisory services separate and separately billed. The brochure discloses this affiliation and the resulting potential conflict of interest from cross‑referrals, and states clients are under no obligation to use the affiliate’s accounting services.
Client services
Expertise
Fee options
$0 - $250,000: 1.0% AUM $250,000+: 0.5% AUM
Minimum fee: $100 minimum annual fee
Main office
1334 Jadwin Avenue
Richland WA 99354
Advisors at this office
9
Most active in
Arizona · California · Idaho · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alexander K
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Alexander King is a financial advisor with Christensen, King & Associates Investment Services, Inc. He holds a Series 65 credential and has 11 years of industry experience. King has been with Christensen King PC since 2012. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets. The firm serves individual, high-net-worth, and corporate clients, offering portfolio management and advisory services using a blend of fundamental, technical, and quantitative analysis.
Caryle B
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Caryle Brown is a Series 65 credentialed financial advisor with Christensen, King & Associates Investment Services, Inc., where they have worked since 1989, accumulating 26 years of industry experience. In addition to advisory services, Caryle is a shareholder in Christensen King & Associates’ affiliated CPA firm. Christensen King & Associates is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a blend of fundamental, technical, and quantitative analysis combined with asset allocation and third-party manager due diligence to develop tailored investment strategies.
Joseph R
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Joseph Reid is a financial advisor with Christensen, King & Associates Investment Services, Inc. He holds a Series 65 designation and has 18 years of industry experience. He has been associated with Christensen King PC since 2005. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered adviser with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a blend of fundamental, technical, and quantitative analysis to construct portfolios and offers individual portfolio management and related advisory services.
Joseph C
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Joseph Crowther is a Series 65-credentialed financial advisor with 18 years of industry experience. He has been with Christensen King PC since 2003. Christensen King & Associates Investment Services, Inc. is an SEC-registered, team-based adviser with nine advisors managing approximately $273.7 million in discretionary assets for around 583 clients, primarily individuals and high-net-worth clients along with some corporations. The firm provides individual portfolio management and related advisory services using a combination of fundamental, technical, and quantitative analysis, and employs both long- and short-term investment strategies.
Anthony A
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Anthony Adams is a Series 65 licensed financial advisor with Christensen, King & Associates Investment Services, Inc. He has six years of industry experience and has been employed at Christensen King PC, a public accounting firm, since 2014, where he divides his time between accounting and investment activities. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered adviser with nine advisors managing approximately $273.7 million in discretionary assets for about 583 clients. The firm serves primarily individual and high-net-worth clients, offering portfolio management and related advisory services using a blend of analytical methods and both long- and short-term investment strategies.
Robin G
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Robin Gould is a financial advisor with Christensen, King & Associates Investment Services, Inc. in Richland, WA, holding a Series 65 license and 26 years of industry experience. She has been with Christensen, King & Associates since 1996. Christensen, King & Associates is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a blend of fundamental, technical, and quantitative analysis to construct portfolios and offers services including retirement rollovers and client-specific investment policy development.
Scott B
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Scott Brunson is a financial advisor with Christensen, King & Associates Investment Services, Inc., holding the Series 65 designation and bringing 21 years of industry experience. He has been with Christensen, King & Associates since 2003. Outside of his advisory role, he is involved with the affiliated Christensen King CPA firm. Christensen, King & Associates Investment Services is a team-based SEC-registered adviser with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a combination of fundamental, technical, and quantitative analyses alongside asset allocation and third-party manager due diligence to create portfolios managed on a discretionary basis.
Robert M
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Robert McBride Jr. is a Series 65-licensed financial advisor with Christensen, King & Associates Investment Services, Inc. in Richland, WA, where he has worked since 1990, accumulating 26 years of industry experience. In addition to his advisory role, he is a shareholder in Christensen King & Associates, a CPA firm not related to investment services. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for around 583 clients, primarily individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative analysis alongside asset allocation and third-party manager due diligence to manage portfolios on a discretionary basis.
Molly A
Series 65
Richland, WA
Christensen, King & Associates Investment Services, Inc.
Molly Andler is a financial advisor at Christensen, King & Associates Investment Services, Inc. with seven years of industry experience. She holds a Series 65 designation and has been associated with Christensen King PC since 2010. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for around 583 clients. The firm serves individual, high-net-worth, and some corporate clients, offering portfolio management and related advisory services using a combination of fundamental, technical, and quantitative analysis.
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