Silver King Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Silver King Asset Management is a small, independent registered investment adviser that provides discretionary asset management to individual and high‑net‑worth clients. It manages approximately $9.2 million across nine client accounts and delivers ongoing portfolio management tailored to client goals, time horizons and risk tolerances.
The firm designs individualized investment programs documented in client files and accepts written client restrictions while monitoring portfolios on a discretionary basis. Investment methods listed in the brochure include fundamental, technical, charting and cyclical analysis, and the firm may implement long‑ and short‑term positions, options strategies and margin trading where appropriate.
Distinctive features include a very small client base with relatively high assets per client and a firm policy requiring the use of a single recommended custodian (Altruist) for account custody. The principal also maintains outside businesses (a fishing charter and property management) from which limited services may be offered, the firm generally does not vote client proxies (clients receive and vote their own), and it conducts quarterly account reviews with fees debited directly from client accounts.
Client services
Expertise
Fee options
2.00% annually (negotiable)
Account minimum: $250,000 (may be lowered or waived in certain instances)
Main office
Arcadia FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)