Daniel Edward King
Financial advisor at Cgn Advisors LLC
Last updated 2026-10-10
Claim your profileDaniel Edward King is a financial advisor at Cgn Advisors LLC, CRD 4054679. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2002-02-22.
Registration
- CRD number
- 4054679
- Registration status
- Active
- IAPD registration
- 2002-02-22
- Industry Experience
- 24 years
- Work Experience
- 12 years
- States registered
- AZ
Licenses and exams
- Series 63
- Series 66
Designations
- CFP®
Work history
- 2014-12 to 2018-06 · Watermark Asset Management · San Ramon, CA
- 2018-06 to 2024-01 · Dek Financial Solutions, LLC · Phoenix, AZ
- 2023-10 to Present · Cgn Advisors, LLC · Pheonix, AZ
- 2018-08 to 2023-11 · Dek Financial Solutions · Phoenix, AZ
- 2014-10 to 2018-05 · Watermark Asset Management · San Ramon, CA
Current employment
- Cgn Advisors, LLC · Manhattan, KS
Cgn Advisors LLC
- Regulatory AUM
- $1,600,884,203
- Registered advisors
- 36
- Offices
- 33
- Clients per advisor
- 36.7 (Low)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 37.3% (Moderate)
Cgn Advisors LLC: advisors, services and reported ETF investments
About
Daniel Edward King is a CFP® financial advisor at Cgn Advisors, LLC. Reported securities licenses include Series 63 and Series 66. The latest record indicates 24 years of industry experience and 12 years of reported work history. Reported roles include Dek Financial Solutions, LLC, Dek Financial Solutions, Watermark Asset Management, among others.
Cgn Advisors LLC's firm-level Form ADV reports 36 advisors across 33 offices; approximately 36.7 clients per advisor, average assets per client of $1,211,873, and regulatory AUM of $1.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Other investment advisers, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $955.4M across 205 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel Edward King personally.
Reported ETF positions
Cgn Advisors reports 205 ETF positions worth $955.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| AVDE — Avantis International Equity ETF | $62M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $61.8M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $54.7M |
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $52.3M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $49.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cgn Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $10M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | GARP — iShares MSCI USA Quality GARP ETF | $11.7M | Top 99.8% | Addressable AUM $15.2T · Peer conviction 94.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $25.8M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | TUSI — Touchstone Ultra Short Income ETF | $15.5M | Top 98.4% | Replicability (R²) 49.0% · Residual Sharpe 0.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cgn Advisors LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Engaged in Other Business
Contact
The firm's filed contact details.
- Phone: 910-333-6659
- Website: synergy-fp.com
Official record
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