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Delaney King

NO-LOAD ASSET MANAGEMENT
Carmel , CA 93922
CRD#: 8297120
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DK
Delaney KingNO-LOAD ASSET MANAGEMENT

Professional summary

Delaney King is a registered financial advisor currently at NO-LOAD ASSET MANAGEMENT located in Carmel , California.

Delaney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Delaney has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Delaney King's 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®
None

Experience

Current

June 15, 2026 - Present

NO-LOAD ASSET MANAGEMENT

Office #1: P.o. Box 221401, Carmel , CA 93922
RIA
CRD#: 136309
Carmel , CA

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
California
(6/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/25/2025
Uniform Investment Adviser Law Examination

Current Firm

NA
NO-LOAD ASSET MANAGEMENT
KING, MATTHEW | NO-LOAD ASSET MANAGEMENT | KING, MATTHEW COCHRANE

CRD#: 136309 / SEC#:

California
Registered Investment Advisory firm - (7/18/1997 Approved)
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Contact information

Main Address
Carmel, CA
Mailing Address
P.o. Box 221401, Carmel, CA 93922
Phone number
(831) 626-6103
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts219
AUM (Assets Under Management)$ 66,766,132

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

NO-LOAD ASSET MANAGEMENT

CRD#: 136309Carmel , CA 93922

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