Overview
Assets Under Management: $197 million
High-Net-Worth Clients: 69
Average Client Assets: $2 million
Frequently Asked Questions
KINGDOM LEGACY ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334847), KINGDOM LEGACY ADVISORS is subject to fiduciary duty under federal law.
KINGDOM LEGACY ADVISORS serves 69 high-net-worth clients according to their SEC filing dated January 09, 2026. View client details ↓
According to their SEC Form ADV, KINGDOM LEGACY ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
KINGDOM LEGACY ADVISORS manages $197 million in client assets according to their SEC filing dated January 09, 2026.
According to their SEC Form ADV, KINGDOM LEGACY ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 823
Discretionary Accounts: 823
Regulatory Filings
CRD Number: 334847
Filing ID: 2038850
Last Filing Date: 2026-01-09 17:04:02