Overview
Assets Under Management: $235 million
Headquarters: PENSACOLA, FL
High-Net-Worth Clients: 53
Average Client Assets: $3.5 million
Frequently Asked Questions
KINGSMAN WEALTH MANAGEMENT INC. 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 #319238), KINGSMAN WEALTH MANAGEMENT INC. is subject to fiduciary duty under federal law.
KINGSMAN WEALTH MANAGEMENT INC. is headquartered in PENSACOLA, FL.
KINGSMAN WEALTH MANAGEMENT INC. serves 53 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, KINGSMAN WEALTH MANAGEMENT INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KINGSMAN WEALTH MANAGEMENT INC. manages $235 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, KINGSMAN WEALTH MANAGEMENT INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.76%
Average Client Assets: $3.5 million
Total Client Accounts: 219
Discretionary Accounts: 217
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 319238
Filing ID: 2067208
Last Filing Date: 2026-03-06 14:25:36