Interview with Mason D. King, CFA: CNBC’s Top-Ranked Financial Advisor Breaks Down its Small-Cap Stock Strategy

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CNBC No. 1 financial advisor: How to navigate an ‘unusual’ market

Disclosure: The annual CNBC FA 100 ranking was published on September 12, 2023 on The methodology which CNBC employed to determine the FA 100 ranking for 2023 can be found here. CNBC receives no compensation from placing financial advisory firms on the list. Additionally, an advisor’s appearance on the ranking does not constitute an individual endorsement by CNBC of any firm.


Watch Our First Quarter 2024 Economic Commentary with Michael C. Yeager, CFA, CPA, Vice President/Portfolio Manager

Luther King Capital Management First Quarter 2024 Review

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The best characterization of the domestic economy is that it remains “resilient.”  In response to surging inflation, the Federal Reserve initiated a dramatic tightening of monetary policy two years ago.  Yet the anticipated economic bite of sharply higher interest rates has been surprisingly mollified by stronger-than-anticipated labor supply and productivity gains.  We expect these favorable supply-side dynamics will fade over the balance of the year, contributing to slower economic growth this year compared to 2023.  The behavior of economic demand has been less surprising over the past two years as government transfers supported sizeable disposable income growth, allowing households to put more money into their pockets, purchase houses, or reduce their debt burden.  We likewise see these demand tailwinds beginning to dim looking forward.

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Read our First Quarter 2024 LKCM International Economic Commentary

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Executive Summary:

International equity markets maintained their momentum during the first quarter on the heels of modestly higher economic optimism, despite a modest increase in rates.  The MSCI EAFE Index returned 5.8% during the quarter.   

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Read the Wall Street Journal Transcript: Small Cap Space Offers a Discount Relative to the S&P 500

TWST: Could you tell me about the firm?

Mr. King: Luther King Capital Management is a registered investment advisory firm, based in Fort Worth, Texas, with offices in Fort Worth, Dallas, San Antonio and Austin, principally serving the taxable space that represents about 70% to 75% of our assets under management. And we are an active manager in both the public equity space, as well as fixed income, and an expanding private equity effort as well.

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