{
  "crd_number": 116556,
  "slug": "christensen-king-and-associates-investment-services-inc-richland-wa-116556",
  "primary_business_name": "CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.",
  "legal_name": "CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.",
  "dbas": [],
  "city": "Richland",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "28420",
  "metro": {
    "cbsa_code": "28420",
    "common_name": "Kennewick",
    "msa_name": "Kennewick-Richland, WA",
    "path": "/advisors/wa/kennewick"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-11",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 294261730.0,
  "raum_discretionary": 294261730.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 99144676.0,
      "count": 443
    },
    "high_net_worth_individuals": {
      "raum": 195117054.0,
      "count": 97
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "ID",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://ckacpa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116556",
  "city_as_filed": "RICHLAND",
  "url": "https://advisorcensus.com/firm/christensen-king-and-associates-investment-services-inc-richland-wa-116556",
  "display_name": "Christensen, King & Associates Investment Services, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Christensen, King & Associates Investment Services, Inc. (CRD 116556): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Christensen, King & Associates Investment Services, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "What does Christensen, King & Associates Investment Services, Inc.'s brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Christensen, King & Associates Investment Services, Inc. located?",
      "a": "Christensen, King & Associates Investment Services, Inc.'s principal office is in Richland, WA, according to its Form ADV."
    },
    {
      "q": "Is Christensen, King & Associates Investment Services, Inc. registered with the SEC or a state?",
      "a": "Christensen, King & Associates Investment Services, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 116556."
    },
    {
      "q": "How much does Christensen, King & Associates Investment Services, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have Christensen, King & Associates Investment Services, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Christensen, King & Associates Investment Services, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (443); high net worth individuals (97)."
    },
    {
      "q": "Which custodians does Christensen, King & Associates Investment Services, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Christensen, King & Associates Investment Services, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Christensen, King & Associates Investment Services, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 194392587.0,
      "total_employees": 10,
      "filing_date": "2021-03-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 238510079.0,
      "total_employees": 10,
      "filing_date": "2022-02-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 212803648.0,
      "total_employees": 10,
      "filing_date": "2023-02-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 249545158.0,
      "total_employees": 10,
      "filing_date": "2024-03-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 273673217.0,
      "total_employees": 10,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 294261730.0,
      "total_employees": 10,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "tiers": [
      {
        "band": "Up to $250,000",
        "rate": "1%"
      },
      {
        "band": "Above $250,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$100",
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $250,000: 1% a year",
          "Above $250,000: 0.5% a year"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $100"
        ],
        "quotes": [
          "Minimum Annual Fee $100"
        ]
      }
    ],
    "quotes": [
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/christensen-king-and-associates-investment-services-inc-richland-wa-116556.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 443,
      "fewer_than_5": false,
      "raum": 99144676.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 97,
      "fewer_than_5": false,
      "raum": 195117054.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116556",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}