At King Capital Advisors, We Excel in Finance
From sculpting a retirement roadmap to crafting an investment canvas tailored to your dreams, we dedicate ourselves each day to forging a new gold standard in financial planning.
Established in 2006 by our President and CEO, Jeff Van Wart, King Capital Advisors emerged from Jeff’s decades of experience managing corporate, family and individual portfolios. Fueled by an entrepreneurial drive and an unwavering commitment to excellence, Jeff transformed his vision into reality.
Today, our team of financial navigators thrives in the dynamic currents of the modern economy. Our expertise lies in helping to curate wealth and fixed-income solutions, spanning from individuals and families to major institutions and enterprises.
Why Choose Us
At King Capital, Your Financial Future Takes Center Stage
Welcome to a realm where your financial aspirations are nurtured with unwavering care and expertise. We recognize that life offers no guarantees. Yet, amidst uncertainty, you can rest assured of one certainty – your needs will always be our top priority.
Guided By Core Principles
What sets us apart is our commitment to understanding you as an individual. Your journey matters, and we’re dedicated to offering you the time, care, and attention needed to realize your fullest potential. Our three principles steer us in delivering unparalleled service to our clients:
Honesty
Transparency is our compass. We’re committed to revealing the pros and cons of every choice you encounter. Informed decisions pave the way for optimal outcomes.
Integrity
Moral and ethical integrity guide us. Your best interests are embedded in every piece of guidance we offer, ensuring a path paved solely for your benefit.
Dedication
This is more than a mere profession; it is a calling. From the very outset, you are not just an account, but a lifelong friend and partner.
Ready to Rule Your Financial Realm?
Our Team
Meet Your King Capital Advisors
Our advisors have an impressive collective experience.
Jeff Van Wart
Founder & President
Lee Burton
Executive Vice President
Mark Edelman
Executive Vice President
We want to congratulate Jeff Van Wart and Mark Edelman who recently received awards from Cambridge Investment Research.
Jeff Van Wart – Circle of Excellence Award Press Release
Mark Edelman – Signature Club Award Press Release
Check the background of investment professionals on FINRA’s BrokerCheck.
Financial Planning
Wealth Management: Unveiling Opportunities, Expanding Horizons
Wealth management encompasses more than proficient money management; it’s about the art of optimizing the potential within every hard-earned dollar you earn, conserve, and invest, to unveil a realm of new possibilities.
Our wealth management services revolve around two pillars:
Strategic Investment Management
Our approach delves beyond the surface, scrutinizing each financial facet to craft tailor-made investment strategies. Rooted in your distinctive risk tolerance, our solutions aim to harness market potential while mitigating risks.
Tailored Financial Planning
Each financial blueprint is sculpted to echo your unique narrative. By immersing ourselves in your world and understanding your time horizon, aspirations, and risk disposition, we can fashion a plan that mirrors your priorities.
Our Financial Planning services include:
Estate planning
Asset Purchase and Sales
Pension Analytics
Investment Analysis
Portfolio Construction
Retirement Analysis
Insurance
Business Succession
Tax Awareness
Charitable Giving
Legacy Planning
College Planning
Education
Employee Benefits
Retirement Distribution
Estate planning
Asset Purchase and Sales
Pension Analytics
Investment Analysis
Portfolio Construction
Retirement Analysis
Insurance
Business Succession
Tax Awareness
Charitable Giving
Legacy Planning
College Planning
Education
Employee Benefits
Retirement Distribution
Discover a wealth management journey that may transform you.
Our Process
Navigating Your Financial Journey
At King Capital Advisors, your financial journey is meticulously crafted through a well-defined process. We steer your aspirations toward reality through a series of purposeful stages:
Discovery: Unveiling Possibilities
Our voyage begins with an open dialogue, where we discover your needs, desires, dreams, and concerns. We gauge your risk tolerance and return expectations, capturing an intimate understanding of how we can tailor our services to your advantage.
Creation: Crafting Your Plan
After our initial discovery conversation, we’ll dissect and analyze your financial landscape and create a blueprint for action.
Realization: Bringing Dreams to Life
During this part of our journey, we’ll construct a comprehensive investment plan and diversification strategy. This framework factors in a multitude of variables, helping to ensure that your hard-earned money is working for you.
Evolution: A Journey Without End
As life evolves, so does your financial landscape. We’ll continually monitor and adapt your financial plan to help ensure your resources are optimally placed at every juncture.
Journeying Through Stages of Wealth
Wealth Accumulation Phase: Elevating Prosperity
In this phase, we’ll engineer strategies to help you amplify your savings, mitigate taxes and nurture asset growth.
Wealth Preservation Phase: Safeguarding Your Legacy
As wealth accrues, we stand as guardians to help against inflation and help ensure your assets retain their worth.
Distribution Phase: Forging a Lasting Legacy
In this final stage, we’ll meticulously organize your financial portfolio and include an estate plan that extends far into the future.
Step into a world where each phase of your financial journey is meticulously curated.
Institutions
Innovative Fixed Income Solutions: Unveiling New Horizons
Step into a realm where innovation helps drive return. We utilize quantitative and qualitative analytics to develop timely, actionable solutions for your institution. Our fixed income solutions include structured products designed to complement portfolios that involve equities and/or fixed income products.
We offer fixed income solutions for:
Banks
Endowments
Insurance Companies
Asset Managers
Hospitals
Public Funds
Municipalities
Pension Funds
Foundations
Nonprofit Organizations
Banks
Endowments
Insurance Companies
Asset Managers
Hospitals
Public Funds
Municipalities
Pension Funds
Foundations
Nonprofit Organizations
If you’re an institution seeking unparalleled opportunities, King Capital Advisors invites you to explore our range of tailored solutions. Click below to view our process – a journey that may redefine your horizons.
Institutional Procedure
Our holistic approach to institutional fixed income investment is journey worth taking. Here are the steps:
Discovery: Mapping the Landscapes
Paving the way for a tailor-made strategy, your journey begins with a discovery phase. We’ll unearth your institutional goals and decipher your needs, parameters, and liquidity constraints that underpin your investable funds.
Evaluation: Precision in Assessment
Discernment is our guide. Every potential investment undergoes rigorous evaluation, employing the lens of relative value analysis.
Realization: Forging the Path
Now that we completely understand your objectives, we’ll create the appropriate investment strategy while employing comparative and competitive bidding to ensure advantageous pricing.
Evolution: Beyond Execution
Our commitment to you extends beyond execution. We maintain a constant dialogue with you. Should your business needs change, we’ll be ready to ensure your investment strategy remains agile and adaptable.
Market Insight
Check the background of investment professionals on FINRA’s BrokerCheck.
Contact Us
Are you ready for your financial odyssey?
King Capital Advisors, Inc.
Address
1880 S. Dairy Ashford, Suite 554
Houston, TX 77077
Phone
281-679-8900
Hours
Monday – Friday | 7:30 a.m. – 4:00 p.m. CT
King Capital Advisors, Inc.
Address
1880 S. Dairy Ashford, Suite 554
Houston, TX 77077
Phone
281-679-8900
Hours
Monday - Friday | 7:30 a.m. - 4:00 p.m. CT