J.P. KING ADVISORS, INC.
CRD #112109 SEC #801-60296 WALNUT CREEK, CA 925-935-1555
SEC Registered
Total AUM
$743.7M
Discretionary
$743.7M
Employees
7
Clients
101
Accounts
1,394
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $743.7M | $743.7M | $0 | 7 | 429 |
| Mar 2024 | $654.2M | $654.2M | $0 | 7 | 433 |
| Mar 2023 | $575.9M | $575.9M | $0 | 7 | 418 |
| Mar 2022 | $665M | $665M | $0 | 7 | 398 |
| Jan 2022 | $665M | $665M | $0 | 7 | 398 |
| Feb 2021 | $576M | $576M | $0 | 9 | 0 |
| Jan 2021 | $576M | $576M | $0 | 9 | 0 |
| Jun 2020 | $511.4M | $511.4M | $0 | 9 | 0 |
| Mar 2020 | $511.4M | $511.4M | $0 | 9 | 0 |
| Nov 2019 | $445.4M | $445.4M | $0 | 9 | 0 |
| Sep 2019 | $445.4M | $445.4M | $0 | 9 | 0 |
| Mar 2019 | $445.4M | $445.4M | $0 | 9 | 0 |
| Mar 2018 | $455M | $455M | $0 | 9 | 0 |
| Mar 2017 | $390M | $390M | $0 | 10 | 400 |
| Mar 2017 | $390M | $390M | $0 | 10 | 400 |
| Aug 2016 | $357M | $357M | $0 | 10 | 300 |
| Jul 2016 | $357M | $357M | $0 | 10 | 300 |
| Mar 2016 | $357M | $357M | $0 | 9 | 300 |
| Mar 2015 | $376.4M | $376.4M | $0 | 8 | 300 |
| Jun 2014 | $326.3M | $326.3M | $0 | 6 | 200 |
| Mar 2014 | $326.3M | $326.3M | $0 | 6 | 200 |
| Mar 2013 | $297.8M | $297.8M | $0 | 4 | 200 |
| Oct 2012 | $241.3M | $241.3M | $0 | 1 | 200 |
| Oct 2012 | $241.3M | $241.3M | $0 | 1 | 200 |
| May 2012 | $241.3M | $241.3M | $0 | 1 | 200 |
| Mar 2012 | $241.3M | $241.3M | $0 | 1 | 200 |
| Mar 2011 | $240.2M | $240.2M | $0 | 5 | -- |
| Apr 2010 | $202.1M | $202.1M | $0 | 5 | -- |
| Mar 2009 | $169.3M | $169.3M | $0 | 5 | -- |
| Sep 2007 | $140.9M | $140.9M | $0 | 5 | -- |
| Mar 2007 | $140.9M | $140.9M | $0 | 5 | -- |
| Jan 2007 | $107.9M | $107.9M | $0 | 5 | -- |
| Jan 2007 | $107.9M | $107.9M | $0 | 5 | -- |
| Sep 2005 | $84.4M | $84.4M | $0 | 5 | -- |
| Feb 2005 | $84.4M | $84.4M | $0 | 5 | -- |
| Apr 2004 | $99.9M | $99.9M | $0 | 5 | -- |
| Nov 2003 | $85.6M | $85.3M | $289.3K | 5 | -- |
| Apr 2002 | $53.1M | $52.6M | $469.8K | 5 | -- |
| May 2001 | $42.6M | $42.2M | $382.6K | 5 | -- |
DateMar 2025
Total AUM$743.7M
Discretionary$743.7M
Non-Disc.$0
Employees7
Clients429
DateMar 2024
Total AUM$654.2M
Discretionary$654.2M
Non-Disc.$0
Employees7
Clients433
DateMar 2023
Total AUM$575.9M
Discretionary$575.9M
Non-Disc.$0
Employees7
Clients418
DateMar 2022
Total AUM$665M
Discretionary$665M
Non-Disc.$0
Employees7
Clients398
DateJan 2022
Total AUM$665M
Discretionary$665M
Non-Disc.$0
Employees7
Clients398
DateFeb 2021
Total AUM$576M
Discretionary$576M
Non-Disc.$0
Employees9
Clients0
DateJan 2021
Total AUM$576M
Discretionary$576M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$511.4M
Discretionary$511.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$511.4M
Discretionary$511.4M
Non-Disc.$0
Employees9
Clients0
DateNov 2019
Total AUM$445.4M
Discretionary$445.4M
Non-Disc.$0
Employees9
Clients0
DateSep 2019
Total AUM$445.4M
Discretionary$445.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$445.4M
Discretionary$445.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$455M
Discretionary$455M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees10
Clients400
DateMar 2017
Total AUM$390M
Discretionary$390M
Non-Disc.$0
Employees10
Clients400
DateAug 2016
Total AUM$357M
Discretionary$357M
Non-Disc.$0
Employees10
Clients300
DateJul 2016
Total AUM$357M
Discretionary$357M
Non-Disc.$0
Employees10
Clients300
DateMar 2016
Total AUM$357M
Discretionary$357M
Non-Disc.$0
Employees9
Clients300
DateMar 2015
Total AUM$376.4M
Discretionary$376.4M
Non-Disc.$0
Employees8
Clients300
DateJun 2014
Total AUM$326.3M
Discretionary$326.3M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$326.3M
Discretionary$326.3M
Non-Disc.$0
Employees6
Clients200
DateMar 2013
Total AUM$297.8M
Discretionary$297.8M
Non-Disc.$0
Employees4
Clients200
DateOct 2012
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees1
Clients200
DateOct 2012
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$202.1M
Discretionary$202.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$169.3M
Discretionary$169.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$84.4M
Discretionary$84.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$84.4M
Discretionary$84.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$85.6M
Discretionary$85.3M
Non-Disc.$289.3K
Employees5
Clients--
DateApr 2002
Total AUM$53.1M
Discretionary$52.6M
Non-Disc.$469.8K
Employees5
Clients--
DateMay 2001
Total AUM$42.6M
Discretionary$42.2M
Non-Disc.$382.6K
Employees5
Clients--