Stephen Brown
King George Capital Mgmt · King George, Virginia
Stephen Brown is a fee-only financial advisor at King George Capital Mgmt in King George, Virginia, who holds the CFP credential. King George Capital Mgmt reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | King George Capital Mgmt |
|---|---|
| Based in | King George, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $40M across 98 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 1067977 |
| Exams passed | Series 63 (1982) · Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Stephen's firm compares
- King George Capital Mgmt's average account is about $408,000, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Stephen
Is Stephen Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and King George Capital Mgmt reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, King George Capital Mgmt, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Stephen Brown based?
Stephen Brown is based in King George, Virginia.
What credentials does Stephen Brown hold?
Stephen Brown holds the CFP credential.
Is Stephen Brown registered with the SEC?
Yes. Stephen Brown is registered as an investment adviser representative in VA (CRD 1067977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does King George Capital Mgmt manage?
King George Capital Mgmt reports $40M across 98 accounts in assets under management.
How do I contact Stephen Brown?
Contact details aren't on file yet. Search for King George Capital Mgmt.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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