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| JK Financial Inc
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|
|---|---|
| CRD # | 114929 |
| SEC # | 801-116829 |
| CIK # | |
| AUM | $195.8 M (2026-02-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 214-706-4300 |
| Address | 8222 Douglas Ave Dallas, TX 75225 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.5 |
| (b) Individuals (high net worth individuals) | 128 | 195.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 417 | 195.8 |
| By Discretionary | ||
| Discretionary | 417 | 195.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 417 | 195.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.8 | |
| Total | 417 | 195.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smith Partners Wealth Management LLC
✚
|
NC | 0.2 |
|
Bellingrath Wealth Management LLC
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|
LA | 0.2 |
|
Hummer Financial Advisory Services Inc
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|
0.2 | |
|
Frazier Financial Consultants LLC
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|
NC | 0.2 |
|
Golden Gate Personal Financial Planning
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|
CA | 0.2 |
|
J2 Capital Management Inc
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|
MI | 0.2 |
|
ARK Advisors LLC
✚
|
IL | 0.2 |
|
Clark & Stuart Inc
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|
ME | 0.2 |
|
Frazee Investment Consulting Inc
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|
TN | 0.2 |
|
Independent Wealth Advisors LLC
✚
|
NC | 0.2 |