A complete list of active advisors currently associated with King George Capital Mgmt, Inc.

Warmer can help you find a great advisor at King George Capital Mgmt, Inc. or one who fits your needs even better.

King George Capital Management is a registered investment adviser operating with two advisors and managing about $31 million for roughly 56 client relationships. The firm provides discretionary and non‑discretionary portfolio management for individuals (including high‑net‑worth clients), trusts, estates and retirement accounts, and it also offers financial planning and investment consulting services. Portfolios are implemented across individual equities and debt, mutual funds, index and exchange‑traded funds, and options; the firm may also manage variable‑product assets and employer‑sponsored retirement plan accounts. Investment decisions are guided by both fundamental and technical analysis and can include the use of margin, long‑ and short‑term trading, and block trade execution, with custody and quarterly reporting handled through a national custodian. Notably for a two‑advisor, $31 million firm, King George Capital reports relationships with a range of institutional and public‑sector clients — including a sovereign wealth fund, a bank or thrift, state and municipal government entities, an insurance company, and other investment advisers — a client mix that is uncommon among similarly sized peers. The combination of long tenures in the business, active trading tools (options and block trades), and hands‑on consulting for variable and employer‑sponsored plans distinguishes its operating model from many small wealth‑management practices.

To learn more about the advisors currently working at King George Capital Mgmt, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.