Christensen, King & Associates Investment Services, Inc.
- Regulatory AUM
- $294M
- Discretionary
- $294M
- Clients
- 540
- Avg AUM / client
- $545K
- Accounts
- 1,033
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 443 | $99.1M | 33.7% |
| High net worth individuals | 97 | $195M | 66.3% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Caryle Eileen Brown | Vice President | Feb 2000 (27y) | 10% – 25% | |
| Garcia, Teresa, Ann | Vice President | Feb 2000 (27y) | 10% – 25% | |
| Robert Arpke Mcbride | President | Feb 2000 (27y) | 10% – 25% | |
| Robin Renee Gould | Chief Compliance Officer | Feb 2000 (27y) | 10% – 25% | |
| Scott Marsh Brunson | Vice President | Jan 2004 (23y) | 10% – 25% | |
| Joseph Michael Reid | Vice President | Jan 2007 (20y) | 10% – 25% | |
| Joseph William Crowther | Vice President | Jan 2007 (20y) | 10% – 25% | |
| Alexander R King | Vice President | Dec 2014 (12y) | 10% – 25% | |
| Molly J Andler | Vice President | Dec 2018 (8y) | 10% – 25% | |
| Anthony Prince Adams | Registered representative | Dec 2019 (7y) |
Undisclosed: 0% – 10% 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) | 03/19/2026 | 982 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $294M (100% of AUM) Mar 2026
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 19, 2026.
View current Form ADV (SEC/IAPD) ↗