J.k. Financial, Inc.
J.k. Financial, Inc. is an SEC-registered wealth manager in Dallas, TX with $195.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns J.k. Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114929, SEC 801-116829, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $195.8M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 3
- Clients
- 133
- CRD
- 114929
- Ownership
- KVALE, JOHN, ALLEN; CAPONE, DONALD, WILLIAM
How much AUM does J.k. Financial, Inc. have?
J.k. Financial, Inc. reported $195.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns J.k. Financial, Inc.?
Disclosed owners and executives of J.k. Financial, Inc. include KVALE, JOHN, ALLEN, CAPONE, DONALD, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.