Christensen, King & Associates Investment Services, Inc.
Christensen, King & Associates Investment Services, Inc. is an SEC-registered investment adviser headquartered in Richland, Washington. Founded in 2000, the firm specializes in providing individualized portfolio management and financial advisory services to individual investors, including high-net-worth clients. As of March 2025, the firm manages approximately $273.7 million in assets, with a staff of about 10 employees, nearly all dedicated to investment advisory roles. They operate closely with their affiliated CPA firm, Christensen King PC.
Investment Strategy
The firm offers individualized portfolio management tailored to each client's needs, objectives, time horizons, risk tolerance, and liquidity requirements. Investment policy and portfolio structure are determined collaboratively with the client based on personal and financial circumstances. The firm provides discretionary and non-discretionary account management, maintains active oversight of client assets, and its investment committee sets the overall investment philosophy and asset allocation strategies. Christensen, King & Associates primarily serves individual investors and constructs portfolios designed to align with personal goals and preferences.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 13.29% | $30.9M | 1,174,731 | $18.85 | $26.34 | +$1.8M |
S SCHB | SCHWAB STRATEGIC TR | 6.85% | $15.9M | 620,086 | $18.58 | $25.71 | +$1.1M |
S SCHG | SCHWAB STRATEGIC TR | 6.02% | $14.0M | 439,155 | $20.87 | $31.91 | +$1.1M |
S SCHD | SCHWAB STRATEGIC TR | 6.00% | $14.0M | 511,354 | $25.38 | $27.30 | +$143.3K |
S SCHZ | SCHWAB STRATEGIC TR | 5.15% | $12.0M | 511,189 | $23.31 | $23.47 | +$430.1K |