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James King

Coppell Advisory Solutions LLC
33 Years of Experience
Solana Beach, CA
6 DisclosuresSells Insurance
View SEC Summary
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James King is a registered investment advisor at Coppell Advisory Solutions LLC, based in Solana Beach, CA, with 33 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,850 clients with $1.1B in assets under management.

Coppell Advisory Solutions LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
8,850 clients
Average Client Portfolio
$125K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.5M1.50%
$2.5M+1.50%

Fees are calculated monthly in arrears based on average daily balance. Fees are negotiable for accounts over $2,500,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

863 Del Mar Downs Rd., Unit D, Solana Beach, CA, 92075

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2012
Final
Judgment / Lien
March 2012
Judgment / Lien
April 2011
Judgment / Lien
September 2009
Judgment / Lien
April 2009
Judgment / Lien
July 2008
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James is licensed for fixed insurance and long-term care.

Employment History
Current Registrations
Coppell Advisory Solutions LLC
January 2026 - Present · 9 mos
Previous Registrations
Coppell Advisory Solutions LLC
May 2014 - December 2025 · 11 yrs 7 mos
J. Wallace King LLC
February 2014 - December 2014 · 10 mos
Ken Stern & Associates INC
April 2004 - August 2013 · 9 yrs 4 mos
First Allied Securities, INC.Broker
January 2002 - August 2013 · 11 yrs 7 mos
Asset Planning Solutions, INC.Broker
July 1999 - December 2001 · 2 yrs 5 mos
First Allied Securities, INC.Broker
July 1998 - October 1999 · 1 yr 3 mos
Securities America, INC.Broker
February 1997 - July 1998 · 1 yr 5 mos
Liberty Securities CorporationBroker
September 1994 - June 1995 · 9 mos
Equico Securities, INC.Broker
April 1993 - July 1994 · 1 yr 3 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1993 - July 1994 · 1 yr 3 mos
Titan/value Equities Group, INC.Broker
February 1991 - March 1993 · 2 yrs 1 mo
L.F. Thompson & CompanyBroker
March 1989 - October 1989 · 7 mos
Baraban Securities, INC.Broker
March 1989 - April 1989 · 1 mo
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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