# Family and Money Matters

> Family and Money Matters is a state-registered investment advisory firm in Coral Gables, FL, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 313222
- Filed as: FAMILY AND MONEY MATTERS
- Legal name: Elaine King LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313222
- AdvisorCensus page: https://advisorcensus.com/firm/family-and-money-matters-coral-gables-fl-313222

## Quick answers

**How is Family and Money Matters compensated?**
On its Form ADV (Item 5.E, October 2026), Family and Money Matters reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Family and Money Matters located?**
Family and Money Matters' principal office is in Coral Gables, FL, according to its Form ADV.

**Is Family and Money Matters registered with the SEC or a state?**
Family and Money Matters is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313222.

**How much does Family and Money Matters manage?**
Family and Money Matters reports $21,530,000 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**What types of clients does Family and Money Matters serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (6).

**Does Family and Money Matters report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313222

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,530,000
- Discretionary: $21,530,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $9,500,000 |
| High net worth individuals | 6 | $12,030,000 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family and Money Matters (CRD 313222): Form ADV filing data as of October 2026.