Company Overview
King Capital Advisors, Inc. is a wealth management and financial services firm founded in 2006 by Jeff Van Wart, who serves as its President and CEO. Specializing in fixed-income solutions and customized wealth management strategies, the company caters to individuals, families, institutions, and enterprises with an emphasis on honesty, integrity, and dedication.
Website: [King Capital Advisors, Inc.](https://www.kingcapitaladvisors.com)
Phone Number: 281-679-8900
Location: 1880 S. Dairy Ashford, Suite 554, Houston, TX 77077
Key Executives
- Jeff Van Wart, Founder & President
- Over 30 years of experience in investment management.
- Background in sales, investment analysis, trading, and operational management.
- Lee Burton, Executive Vice President
- Head Fixed Income Trader with over 30 years of experience.
- Specialized in structuring securities and fixed-income strategies.
- Mark Edelman, Executive Vice President
- Joined in 2008, specializes in fixed income investing.
- Awarded Signature Club Award from Cambridge Investment Research.
- Raymond Mastroleo, Jr., Senior Vice President
- Over 15 years with the firm, holds FINRA series 63, 65, and 7 licenses.
- Mark Menard, Vice President
- Over 30 years in the financial industry, committed to individual and family advisory.
- John Stewart, Vice President
- Expert in structured fixed income securities for institutional investors.
- Robert Rao, Vice President
- Over 25 years of experience, more than a decade with King Capital Advisors.
- Amy Randall, Office Manager
- Four decades of experience in financial industry administrative roles.
Financial Services
Wealth Management:
- Strategic Investment Management: Custom investment strategies based on risk tolerance.
- Tailored Financial Planning: Services include estate planning, pension analytics, retirement analysis, and tax awareness.
Institutional Services:
- Fixed Income Solutions: Structured products for banks, endowments, insurance companies, asset managers, hospitals, municipalities, pension funds, foundations, and nonprofits.
Direct Private Lending:
- Loans: Offers loans for rental, multi-family, and new construction projects.
Core Principles
1. Honesty: Transparent communication about every choice and its implications.
2. Integrity: Guidance focused on the client's best interests.
3. Dedication: Personalized attention treating clients as lifelong partners.
Awards
- Jeff Van Wart: Received the Circle of Excellence Award from Cambridge Investment Research.
- Mark Edelman: Awarded the Signature Club Award from Cambridge Investment Research.
Competitor Profiling
King Capital Advisors operates in a competitive financial services industry, contending with firms that offer similar wealth management and investment services. Here are notable competitors:
- Wealth Advisory Services
- Pillar Wealth Management
- Commencement Financial
- Fidelity Investments
- Credit Suisse
- Titan
- Standard Metrics
- Opto Investments
- Órama
- TradeIt
- Ride
- Scout
- Vega
Industry Standing
Despite the competitive landscape, King Capital Advisors stands out due to its niche services in fixed income and private lending, particularly within the Latino community. The firm leverages over 60 years of combined experience among its advisors to provide tailored financial solutions.
Strategic Insights
For a targeted sales approach, consider emphasizing:
- Customized Investment Portfolios: Showcase bespoke solutions tailored to high-net-worth clients.
- Fixed Income Expertise: Emphasize risk-balanced fixed income strategies.
- Community Focus: Leverage strong Latino community ties to build trust and relationships.
Contact Information
For additional details or to schedule an appointment:
- 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
