J.P. King Advisors, Inc.
- Regulatory AUM
- $890M
- Discretionary
- $890M
- Clients
- 452
- Avg AUM / client
- $2.0M
- Accounts
- 1,440
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 274 | $354M | 39.8% |
| High net worth individuals | 174 | $531M | 59.7% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pension and profit sharing plans | 4 | $4.6M | 0.52% |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | Fewer than 5 clients | — | — |
| Other | Fewer than 5 clients | — | — |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Nicolas Horton | President, Ceo, And Cio | CFP | Dec 2011 (15y) | 50% – 75% |
| Justin William Dodson | Principal, Cco, And Coo | Sep 2012 (14y) | 25% – 50% | |
| Jessica Lee Schafer | Principal | CFP | Jul 2016 (10y) | 10% – 25% |
| Jonathan Gonzalez | Registered representative | Oct 2018 (8y) | ||
| Douglas R Villing | Registered representative | Jan 2021 (6y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 953 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $581M (65% of AUM) Mar 2026
- Charles Schwab & Co. $291M (33% of AUM) Mar 2026
- Capital Group $9.1M (1% of AUM) Mar 2026
- American Funds Distributors, Inc. $6.5M (1% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗