Accurate Capital and Wealth LLC

Kingsguard Capital primarily serves individual clients with discretionary portfolio management and ongoing investment monitoring, reporting roughly $11.3 million in assets across about 44 client accounts. The firm provides management through model portfolios and periodic reviews, often presenting clients with net-worth statements and risk analyses as part of its ongoing service.

Investment implementation is largely delivered through sub-advisors and third‑party managers — the ADV describes use of platforms and co‑advisor relationships (for example, AE Wealth Management, Change Path, Gradient Investments and Foundations) — with Kingsguard retaining discretionary authority to hire or replace managers. The firm emphasizes asset allocation, periodic rebalancing and manager oversight consistent with a Modern Portfolio/Efficient Market approach, and it discloses that it receives referral or shared advisory fees from some TPM relationships.

Noteworthy distinctions include that the firm’s principals are also licensed insurance agents who offer insurance products for commissions (including through Reliant Retirement Corporation) and spend a substantial portion of their time on that business, a conflict the brochure discloses and says is mitigated by procedures and fiduciary obligations. Kingsguard Capital also holds free educational seminars and workshops for the public and discloses additional economic benefits tied to certain partners (such as production‑based incentives from Gradient), matters it identifies as potential conflicts in its Form ADV.