# J.P. King Advisors, Inc.

> J.P. King Advisors, Inc. is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2001, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 112109
- Filed as: J.P. KING ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112109
- AdvisorCensus page: https://advisorcensus.com/firm/j-p-king-advisors-inc-walnut-creek-ca-112109

## Quick answers

**How is J.P. King Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), J.P. King Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is J.P. King Advisors, Inc. located?**
J.P. King Advisors, Inc.'s principal office is in Walnut Creek, CA, according to its Form ADV.

**Is J.P. King Advisors, Inc. registered with the SEC or a state?**
J.P. King Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 112109.

**How much does J.P. King Advisors, Inc. manage?**
J.P. King Advisors, Inc. reports $889,700,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have J.P. King Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for J.P. King Advisors, Inc.: Regulatory assets under management: $575,970,684 in the October 2021 data and $889,700,000 in the October 2026 data, up 54%. Total employees: 9 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does J.P. King Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (274); high net worth individuals (174); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does J.P. King Advisors, Inc. use?**
J.P. King Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc., Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does J.P. King Advisors, 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/112109

**Does J.P. King Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "JPKA has no minimum requirements for engaging our services."

**What changed in J.P. King Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $743,700,000 to $889,700,000 (+20%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> JPKA has no minimum requirements for engaging our services.

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

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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: $889,700,000
- Discretionary: $889,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 274 | $354,037,000 |
| High net worth individuals | 174 | $531,055,000 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $4,608,000 |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2001 (25 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jpkingadvisors.com](https://jpkingadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $575,970,684 | 9 | February 9, 2021 |
| October 2022 | $665,000,000 | 7 | March 16, 2022 |
| October 2023 | $575,900,000 | 7 | March 28, 2023 |
| October 2024 | $654,200,000 | 7 | March 20, 2024 |
| October 2025 | $743,700,000 | 7 | March 27, 2025 |
| October 2026 | $889,700,000 | 7 | March 25, 2026 |

Regulatory assets under management: $575,970,684 in the October 2021 data and $889,700,000 in the October 2026 data, up 54%.
Total employees: 9 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $743,700,000 to $889,700,000 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.P. King Advisors, Inc. (CRD 112109): Form ADV filing data as of October 2026.