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

Raymond Mastroleo, Jr.

Senior Vice President

Mark Menard

Vice President

John Stewart

Vice President

Robert Rao

Vice President

Amy Randall

Office Manager

We want to congratulate Jeff Van Wart and Mark Edelman who recently received awards from Cambridge Investment Research.

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

November 18th, 2024

Weekly Market Insights | November 18th, 2024Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while...

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November 11th, 2024

Weekly Market Insights | November 11th, 2024Stocks Surge Post-Election; Fed Cuts Quarter Point Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled...

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November 4th, 2024

Weekly Market Insights | November 4th, 2024Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent,...

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October 28th, 2024

Weekly Market Insights | October 28th, 2024Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq...

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October 21st, 2024

Weekly Market Insights | October 21st, 2024Sixth Week of Gains on Wall Street Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. The Standard & Poor’s 500 Index increased 0.85 percent, while the...

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October 14th, 2024

Weekly Market Insights | October 7th, 2924Mixed Data Leaves Investors Anxious Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East. The Standard & Poor’s 500 Index gained 1.11 percent, while the...

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October 7th, 2024

Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week.

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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

Copyright © 2024
King Capital Advisors