Agoura Hills Recommends King Capital Investment Agreement

Agoura Hills finance staff recommended a professional services agreement with King Capital Advisors to support management of City funds and development of a compliant fixed-income portfolio. The proposed non-discretionary arrangement would operate under the City's Investment Policy with no advisory fees.

Document date · July 7, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

AgendaPacket

Source document

City of Agoura Hills AgendaPacket Review and Approve a Professional Services Agreement with King Capital Advisors/Cambridge Investment Research Inc. (KCA/CIRI) as a Broker-Dealer 2026-07-07

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Agoura Hills?

King Capital Advisors was awarded this financial services contract by City of Agoura Hills, as recorded on July 7, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in City of Agoura Hills AgendaPacket Review and Approve a Professional Services Agreement with King Capital Advisors/Cambridge Investment Research Inc. (KCA/CIRI) as a Broker-Dealer 2026-07-07 (AgendaPacket), dated July 7, 2026 from City of Agoura Hills. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does King Capital Advisors hold?

King Capital Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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