# 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.

- CRD: 116556
- Filed as: CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richland, WA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116556
- AdvisorCensus page: https://advisorcensus.com/firm/christensen-king-and-associates-investment-services-inc-richland-wa-116556

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Up to $250,000: 1% a year
- Above $250,000: 0.5% a year

> 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

> Minimum Annual Fee $100

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $294,261,730
- Discretionary: $294,261,730
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 443 | $99,144,676 |
| High net worth individuals | 97 | $195,117,054 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (8 years)
- Employees: 10 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ckacpa.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $194,392,587 | 10 | March 4, 2021 |
| October 2022 | $238,510,079 | 10 | February 15, 2022 |
| October 2023 | $212,803,648 | 10 | February 28, 2023 |
| October 2024 | $249,545,158 | 10 | March 8, 2024 |
| October 2025 | $273,673,217 | 10 | March 24, 2025 |
| October 2026 | $294,261,730 | 10 | March 19, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Christensen, King & Associates Investment Services, Inc. (CRD 116556): Form ADV filing data as of October 2026.