DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael Willis King

Aspiriant, LLCindependent RIALos Angeles, CaIA-onlyIAPD 5062501

Feed of 09/14/2026

Also filed as Michael King

At current firm

3 y

since Aug 11, 2023

In the industry

20 y

since Mar 24, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Director in Wealth Managementreportedaspiriant.comfirm site, Sep 15, 2026
Designations: JD, CFAreportedaspiriant.comas printed on the bio page, Sep 16, 2026
Professional profile: aspiriant.com/people/mike-kingreportedaspiriant.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Aspiriant, LLC independent RIA current
since Aug 11, 2023 · Los Angeles, Ca
Truist Advisory Services, Inc. BD affiliated
Apr 24, 2019 to Apr 14, 2023 · Chapel Hill, Nc
Gfo Advisory Services, LLC asset manager
Nov 18, 2015 to Dec 31, 2017 · Atlanta, Ga
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 23, 2014 to Aug 17, 2015 · Atlanta, Ga
Goldman Sachs Wealth Services, L.P. BD affiliated
May 15, 2012 to Dec 17, 2014 · Atlanta, Ga
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 14, 2009 to Apr 16, 2012 · New York, Ny
Gfo Advisory Services, LLC asset manager
Sep 27, 2006 to Oct 28, 2009 · Greenwich, Ct

Moves

a registration end followed by a registration begin elsewhere

Truist Advisory Services, Inc. to Aspiriant, LLC
left Apr 14, 2023, registered Aug 11, 2023 (119 days) · Affiliated broker-dealer or bank to independent RIA
Gfo Advisory Services, LLC to Truist Advisory Services, Inc.
left Dec 31, 2017, registered Apr 24, 2019 (479 days) · Other · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Gfo Advisory Services, LLC
left Aug 17, 2015, registered Nov 18, 2015 (93 days) · Other
Goldman Sachs Wealth Services, L.P. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Dec 17, 2014, registered Dec 23, 2014 (6 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Goldman Sachs Wealth Services, L.P.
left Apr 16, 2012, registered May 15, 2012 (29 days) · Other
Gfo Advisory Services, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 28, 2009, registered Oct 14, 2009 (-14 days) · Other

Signals

Michael Willis King left Truist Advisory Services, Inc. for Aspiriant, Llc (registered 2023-08-11)
Apr 14, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address