Case Study: J.P. King Advisors, Inc. achieves scalable growth and streamlined reporting with Black Diamond Wealth Platform

J.P. King Advisors, Inc. - Customer Case Study

J.P. King Advisors, Inc., a Walnut Creek RIA with about $480 million in AUM, faced capacity limits from legacy on‑premise reporting, billing and portfolio accounting systems as it completed succession planning and pursued organic and inorganic growth. To modernize operations and support scaling, the firm implemented the Black Diamond Wealth Platform (cloud-based reporting, portal and mobile app) in 2012.

By migrating to the Black Diamond Wealth Platform, J.P. King Advisors, Inc. centralized multi‑custodian aggregation, introduced highly visual portfolio displays and an electronic client portal, and streamlined reporting and billing. The firm more than doubled AUM (from roughly $200M to just under $500M), added dozens of new clients each year without increasing staff, and now easily onboards advisors and bulk transfers—outcomes the firm attributes to the scalability of the Black Diamond Wealth Platform.

J.P. King Advisors, Inc.

Scott Horton

President