AdvisorCensus / Financial advisors / Washington / Kennewick / Christensen, King & Associates Investment Services, Inc.
Christensen, King & Associates Investment Services, Inc.
Filed as CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.
Christensen, King & Associates Investment Services, Inc. is an SEC-registered investment advisory firm in Richland, WA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Christensen, King & Associates Investment Services, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Christensen, King & Associates Investment Services, Inc. reports these compensation arrangements: a percentage of assets under its management.
What does Christensen, King & Associates Investment Services, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 19, 2026 states: Up to $250,000: 1% a year; Above $250,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Christensen, King & Associates Investment Services, Inc. located?
Christensen, King & Associates Investment Services, Inc.'s principal office is in Richland, WA, according to its Form ADV.
Is Christensen, King & Associates Investment Services, Inc. registered with the SEC or a state?
Christensen, King & Associates Investment Services, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 116556.
How much does Christensen, King & Associates Investment Services, Inc. manage?
Christensen, King & Associates Investment Services, Inc. reports $294,261,730 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).
How have Christensen, King & Associates Investment Services, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Christensen, King & Associates Investment Services, Inc.: Regulatory assets under management: $194,392,587 in the October 2021 data and $294,261,730 in the October 2026 data, up 51%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Christensen, King & Associates Investment Services, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (443); high net worth individuals (97).
Which custodians does Christensen, King & Associates Investment Services, Inc. use?
Christensen, King & Associates Investment Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Christensen, King & Associates Investment Services, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116556
What changed in Christensen, King & Associates Investment Services, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $250,000 | 1% |
| Above $250,000 | 0.5% |
The brochure's wording
The annualized fee for Portfolio Management Service s will be charged as a percentage of assets under o ur management, according to the following schedule: Assets Under Management Annual Fee First $250,000 1.0% AUM Additional assets above $250,000 0.5% AUM
Minimum annual fee: $100
The brochure's wording
Minimum Annual Fee $100
As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$294,261,730 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (8 years)
- Employees
- Total: 10. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $294,261,730 | 10 | March 19, 2026 |
| October 2025 | $273,673,217 | 10 | March 24, 2025 |
| October 2024 | $249,545,158 | 10 | March 8, 2024 |
| October 2023 | $212,803,648 | 10 | February 28, 2023 |
| October 2022 | $238,510,079 | 10 | February 15, 2022 |
| October 2021 | $194,392,587 | 10 | March 4, 2021 |
Regulatory assets under management: $194,392,587 in the October 2021 data and $294,261,730 in the October 2026 data, up 51%.
Total employees: 10 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Christensen, King & Associates Investment Services, Inc. (CRD 116556): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/christensen-king-and-associates-investment-services-inc-richland-wa-116556