A complete list of active advisors currently associated with BK Chin

Warmer can help you find a great advisor at BK Chin or one who fits your needs even better.

BK Chin is a registered investment adviser that offers a single equity platform, Managed Equity Portfolios, to investors meeting a stated $20,000 minimum and to corporate pension and profit‑sharing plans. The firm provides separately managed, individually tailored equity portfolio management aimed at long‑term capital growth and reported $2,000 in assets under management as of December 31, 2025. The firm's investment process combines growth and value‑oriented equity selection, typically targeting companies with market capitalizations above $1 billion whose price/earnings and price/book ratios are below the S&P 500, seeking identifiable catalysts and constructing approximately 40‑stock, low‑turnover portfolios held for the long term. While BK Chin charges asset‑based management fees (a common industry practice), it manages accounts primarily on a non‑discretionary basis, taking trade action only with client consent — a practice that is uncommon among peers in its category. Distinctive features include an affiliated insurance brokerage activity: the firm’s principal holds life and property/casualty licenses and acts as an agent recommending and selling non‑investment insurance products to clients, which can create ancillary compensation relationships not typical for most investment managers. The firm also discloses serving corporate clients (pension and profit‑sharing plans) while reporting limited AUM and not taking custody of client assets, factors prospective institutional or high‑net‑worth clients may consider when assessing operational scale and potential conflicts of interest.

To learn more about the advisors currently working at BK Chin, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.