Demystifying Digital Assets: Security, Tax Strategies, and the RIA Crypto Revolution with Chris King

Sep 16, 2025

Chris King, CEO of Eagle Brook Advisors and digital asset enthusiast, shares insights into crypto in financial planning. He discusses his journey from Bitcoin research to creating a platform that aids RIAs in secure digital asset management. Key topics include the innovative automated tax loss harvesting feature, the benefits of direct Bitcoin ownership, and the growing interest among high-net-worth clients in crypto. King emphasizes the need for advisors to be educated on these trends to better serve their clients in this evolving landscape.

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ANECDOTE

Founder’s Early Bitcoin Journey

Chris first researched Bitcoin taxation in college and later invested in crypto ventures after the 2017 price run-up.
He left VC in 2019 to found Eagle Brook to serve RIAs needing secure crypto access.

INSIGHT

Product Built For RIA Integrations

Eagle Brook is built as a tech company with an engineering-heavy team to integrate deeply with advisor systems.
The company is now scaling sales and distribution to meet rising RIA demand.

INSIGHT

Client Fit Depends On Advisor Interest

Eagle Brook serves RIAs of many sizes; fit depends on advisor interest, not firm AUM.
Key indicators are advisor understanding of direct ownership, tax alpha, and ability to move held-away assets.

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Welcome to Model FA Episode 194! David DeCelle sits down with Chris King, CEO of Eagle Brook Advisors, to dive deep into the evolving world of crypto in financial planning. Chris shares his journey from early Bitcoin research in college to building Eagle Brook, a leading digital asset platform for RIAs. Discover how Eagle Brook empowers advisors with automated tax loss harvesting, direct Bitcoin ownership, and seamless integration with major reporting platforms.

In this episode, you’ll learn:

Chris King’s backstory and what inspired him to launch Eagle Brook Advisors
The unique value proposition of Eagle Brook for RIAs and their clients
How automated tax loss harvesting works and why it’s a game-changer for Bitcoin investors
The importance of direct Bitcoin ownership versus ETFs and retail platforms
How Eagle Brook ensures institutional-grade security and compliance
Trends in crypto allocations among high-net-worth clients and advisors
The educational resources Eagle Brook provides to empower advisors
What’s next for Eagle Brook, including product roadmap and market expansion

Whether you’re a financial advisor curious about crypto or an investor seeking smarter ways to manage digital assets, this episode is packed with actionable insights and real-world examples

Connect with Chris:

LinkedIn: https://www.linkedin.com/in/christopherking7/

Website: https://eaglebrook.com/

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About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

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