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DK

David F. King

MARINER INSTITUTIONAL
Cincinnati - Downtown, OH 45202
Some features on this profile are disabled
CRD#: 6761726
DK

Professional summary

David Franklin King, CFA, who also goes by David King, is a registered financial advisor currently at MARINER INSTITUTIONAL, LLC located in Cincinnati - Downtown, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. David has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David King

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Franklin King's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

June 2, 2024 - Present

MARINER INSTITUTIONAL, LLC

Office #1: 312 Walnut Street Suite 3120, Cincinnati - Downtown, OH 45202
RIA
CRD#: 111964
Cincinnati - Downtown, OH
Past

March 8, 2017 - April 24, 2024

FOURTH STREET PERFORMANCE PARTNERS, INC.

RIA
CRD#: 107339
COVINGTON, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MARINER INSTITUTIONAL, LLC
ANDCO CONSULTING | THE BOGDAHN GROUP | MARINER INSTITUTIONAL, LLC | MARINER | BOGDAHN CONSULTING,LLC. | BOGDAHN CONSULTING, LLC. | ANDCO CONSULTING, LLC

CRD#: 111964 / SEC#: 801-58253

RIA
Registered Investment Advisory firm - (1/10/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(6/2/2024)
IAR
Ohio
(4/16/2025)

Exams

Current Firm

MI
MARINER INSTITUTIONAL, LLC
ANDCO CONSULTING | THE BOGDAHN GROUP | MARINER INSTITUTIONAL, LLC | MARINER | BOGDAHN CONSULTING,LLC. | BOGDAHN CONSULTING, LLC. | ANDCO CONSULTING, LLC

CRD#: 111964 / SEC#: 801-58253

RIA
Registered Investment Advisory firm - (1/10/2001 Approved)
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Contact information

Main Address
531 W Morse Blvd Suite 200, Winter Park, FL 32789
Mailing Address
Phone number
(844) 442-6326
Established
Firm type
Fiscal year end
# of Employees
113

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARINER INSTITUTIONAL FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts64
AUM (Assets Under Management)$ 2,543,100,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MARINER INSTITUTIONAL, LLC

CRD#: 111964Cincinnati - Downtown, OH 45202

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