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Christensen, King & Associates Investment Services, Inc.

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Client assets under management

$294,261,730

Clients

540

18% high-net worth

Advisors

9

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

60

Typical

Average account size

$544,929

About

Christensen King & Associates Investment Services, Inc. provides discretionary portfolio management primarily to individual clients—including both non‑HNW and high‑net‑worth individuals—and to corporate clients, managing roughly $294 million in client assets through a nine‑advisor team. The firm charges percentage‑of‑AUM advisory fees and relies on custodians to maintain client assets and execute trades.

The firm develops individualized investment policies through client discussions that consider goals, time horizon, risk tolerance and tax considerations, then implements those policies using a mix of fundamental, technical, quantitative and asset‑allocation methods across individual securities, mutual funds and ETFs. Strategies range from long‑term buy‑and‑hold to shorter‑term trading as appropriate, accounts are monitored at least quarterly, and third‑party manager analysis is used when applicable.

A notable feature is the firm’s affiliation with an accounting practice: management personnel are partners in an affiliated CPA firm and devote substantial time to accounting services, and the two firms cross‑refer clients while keeping accounting and advisory services separate and separately billed. The brochure discloses this affiliation and the resulting potential conflict of interest from cross‑referrals, and states clients are under no obligation to use the affiliate’s accounting services.

Client services

Portfolio management

Expertise

Active portfolio management Tax-loss harvesting

Fee options

Percentage

$0 - $250,000: 1.0% AUM $250,000+: 0.5% AUM

Other

Minimum fee: $100 minimum annual fee

Main office location

Christensen, King & Associates Investment Services, Inc.

1334 Jadwin Avenue

Richland WA 99354, United States

Number of offices

1

Most active in

Arizona · California · Idaho · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alexander K

Series 65

Richland, WA

Christensen, King & Associates Investment Services, Inc.

Alexander King is a financial advisor with Christensen, King & Associates Investment Services, Inc. He holds a Series 65 credential and has 11 years of industry experience. King has been with Christensen King PC since 2012. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets. The firm serves individual, high-net-worth, and corporate clients, offering portfolio management and advisory services using a blend of fundamental, technical, and quantitative analysis.

Active portfolio management Tax-loss harvesting
user avatar

Caryle B

Series 65

Richland, WA

Christensen, King & Associates Investment Services, Inc.

Caryle Brown is a Series 65 credentialed financial advisor with Christensen, King & Associates Investment Services, Inc., where they have worked since 1989, accumulating 26 years of industry experience. In addition to advisory services, Caryle is a shareholder in Christensen King & Associates’ affiliated CPA firm. Christensen King & Associates is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a blend of fundamental, technical, and quantitative analysis combined with asset allocation and third-party manager due diligence to develop tailored investment strategies.

Active portfolio management Tax-loss harvesting
user avatar

Joseph R

Series 65

Richland, WA

Christensen, King & Associates Investment Services, Inc.

Joseph Reid is a financial advisor with Christensen, King & Associates Investment Services, Inc. He holds a Series 65 designation and has 18 years of industry experience. He has been associated with Christensen King PC since 2005. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered adviser with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a blend of fundamental, technical, and quantitative analysis to construct portfolios and offers individual portfolio management and related advisory services.

Active portfolio management Tax-loss harvesting
user avatar

Joseph C

Series 65

Richland, WA

Christensen, King & Associates Investment Services, Inc.

Joseph Crowther is a Series 65-credentialed financial advisor with 18 years of industry experience. He has been with Christensen King PC since 2003. Christensen King & Associates Investment Services, Inc. is an SEC-registered, team-based adviser with nine advisors managing approximately $273.7 million in discretionary assets for around 583 clients, primarily individuals and high-net-worth clients along with some corporations. The firm provides individual portfolio management and related advisory services using a combination of fundamental, technical, and quantitative analysis, and employs both long- and short-term investment strategies.

Active portfolio management Tax-loss harvesting
user avatar

Anthony A

Series 65

Richland, WA

Christensen, King & Associates Investment Services, Inc.

Anthony Adams is a Series 65 licensed financial advisor with Christensen, King & Associates Investment Services, Inc. He has six years of industry experience and has been employed at Christensen King PC, a public accounting firm, since 2014, where he divides his time between accounting and investment activities. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered adviser with nine advisors managing approximately $273.7 million in discretionary assets for about 583 clients. The firm serves primarily individual and high-net-worth clients, offering portfolio management and related advisory services using a blend of analytical methods and both long- and short-term investment strategies.

Active portfolio management Tax-loss harvesting
user avatar

Robin G

Series 65

Richland, WA

Christensen, King & Associates Investment Services, Inc.

Robin Gould is a financial advisor with Christensen, King & Associates Investment Services, Inc. in Richland, WA, holding a Series 65 license and 26 years of industry experience. She has been with Christensen, King & Associates since 1996. Christensen, King & Associates is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a blend of fundamental, technical, and quantitative analysis to construct portfolios and offers services including retirement rollovers and client-specific investment policy development.

Active portfolio management Tax-loss harvesting
user avatar

Scott B

Series 65

Richland, WA

Christensen, King & Associates Investment Services, Inc.

Scott Brunson is a financial advisor with Christensen, King & Associates Investment Services, Inc., holding the Series 65 designation and bringing 21 years of industry experience. He has been with Christensen, King & Associates since 2003. Outside of his advisory role, he is involved with the affiliated Christensen King CPA firm. Christensen, King & Associates Investment Services is a team-based SEC-registered adviser with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a combination of fundamental, technical, and quantitative analyses alongside asset allocation and third-party manager due diligence to create portfolios managed on a discretionary basis.

Active portfolio management Tax-loss harvesting
user avatar

Robert M

Series 65

Richland, WA

Christensen, King & Associates Investment Services, Inc.

Robert McBride Jr. is a Series 65-licensed financial advisor with Christensen, King & Associates Investment Services, Inc. in Richland, WA, where he has worked since 1990, accumulating 26 years of industry experience. In addition to his advisory role, he is a shareholder in Christensen King & Associates, a CPA firm not related to investment services. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for around 583 clients, primarily individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative analysis alongside asset allocation and third-party manager due diligence to manage portfolios on a discretionary basis.

Active portfolio management Tax-loss harvesting
user avatar

Molly A

Series 65

Richland, WA

Christensen, King & Associates Investment Services, Inc.

Molly Andler is a financial advisor at Christensen, King & Associates Investment Services, Inc. with seven years of industry experience. She holds a Series 65 designation and has been associated with Christensen King PC since 2010. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for around 583 clients. The firm serves individual, high-net-worth, and some corporate clients, offering portfolio management and related advisory services using a combination of fundamental, technical, and quantitative analysis.

Active portfolio management Tax-loss harvesting
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