King George, VA Ridge Road Office

King George Capital MGMT, Inc. is a small, supported advisory firm that manages roughly $40 million for about 56 clients with two advisors. The firm primarily serves individual investors (including high‑net‑worth clients), trusts, estates and retirement accounts and offers discretionary and non‑discretionary portfolio management, financial planning, and investment consulting—including management of mutual funds, equities, fixed income, ETFs, variable annuity allocations, and employer‑sponsored retirement plan assets.

The firm typically implements customized equity and fixed‑income portfolios and monitors them continuously, using both fundamental and technical analysis and, when appropriate, margin and options strategies. Management discretion is used where authorized, and the firm relies on custodial reporting (it custodians client assets with TD Ameritrade Institutional) for account valuation and client statements.

Distinctive aspects include the firm’s small team and $40 million scale combined with an unusually broad client mix for its category; in addition to typical individual and retirement clients, the firm’s client base includes institutional and public entities that are uncommon for peers — for example sovereign wealth funds, banking/thrift institutions, state or municipal governments, insurance companies and other investment advisers. The firm also maintains a long‑standing institutional custody relationship and a history of in‑house broker‑dealer activity, which is atypical for firms of this size.