How Advisors Can Integrate Bitcoin into Client Portfolios (feat. Chris King, Eaglebrook Advisors)

In this episode, David DeCelle, CEO of Model FA, sits down with Chris King, Founder & CEO of Eaglebrook Advisors, to unpack how financial advisors can intelligently and compliantly introduce Bitcoin and digital assets into their clients’ portfolios.

This is the conversation every forward-thinking advisor should hear.

🔑 Key Takeaways

• From Thesis to Action – How Chris went from a PwC case study on taxing Bitcoin in 2014 to building a fintech platform now used by 90+ RIAs managing over $2T in assets.
• Tax Alpha through Automation – Why Eaglebrook’s daily automated tax-loss harvesting gives clients unmatched tax advantages — and why Bitcoin’s “no wash-sale rule” makes it a goldmine for advisors.
• Beyond ETFs: Owning the Real Thing – The difference between “paper Bitcoin” ETFs and directly owning the asset through qualified custody.
• Advisor Advantage – How integrating crypto into wealth planning helps RIAs:
• Increase AUM with held-away crypto transfers
• Deliver tangible tax savings
• Strengthen client trust with institutional-grade custody
• Dispelling Myths – Why high-net-worth investors (not just young techies) are driving Bitcoin adoption in advisor-managed portfolios.
• The Road Ahead – How Eaglebrook plans to scale to broker-dealer and wirehouse markets, expand into staking and yield strategies, and redefine how advisors approach digital assets.
  
  

🧠 Who Should Watch

RIAs exploring crypto for client portfolios

Financial planners looking to differentiate with tax-efficient strategies

Advisors curious about the future of digital assets in regulated wealth management

🔗 Resources & Mentions

Eaglebrook Advisors: https://eaglebrookadvisors.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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Our Team:

President of Model FA, David DeCelle

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