# J.K. FINANCIAL, INC.

J.K. FINANCIAL, INC. of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 114929
- Type: SEC-registered investment adviser
- SEC file number: 801-116829
- Location: 8222 DOUGLAS AVE, SUITE 590, DALLAS, TX, 75225
- Phone: 214-706-4300
- Latest filing: 2026-02-19
- Regulatory AUM: $195.8M
- Discretionary AUM: $195.8M
- Clients: 3
- Accounts: 417

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| John Allen Kvale | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INFORMATION SECURITY OFFICER | — |
| Donald William Capone | EXECUTIVE OFFICER | — |
| KVALE JOHN ALLEN | CHIEF COMPLIANCE OFFICER; CHIEF INFORMATION SECURITY OFFICER; PRESIDENT (+1 more) | — |
| CAPONE DONALD WILLIAM | EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114929/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114929/similar
- Related entities: https://search.stillhousedata.com/firm/114929/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114929

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.