CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.
RICHLAND, WACRD 116556Latest ADV March 19, 2026
Christensen, King & Associates Investment Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Richland, WA. Its latest Form ADV filing, dated March 19, 2026, reports $294M in regulatory assets under management, 10 employees, and 1,033 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.0% of total clients.
Top client categories% of clientsClients
1
Individuals
82.0%
443
2
HNWI
18.0%
97
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$294Mas of March 19, 2026
Discretionary100.0%
$294M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$294M
Total Accounts1,033
10Y AUM Change+$173M (+143.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee54:1
10Y Employee Change+3 (+42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.