Kingdom Capital Advisors, LLC logo

Kingdom Capital Advisors, LLC

Updated today

Client assets under management

$24,082,537

Clients

74

42% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

37

Low

Average account size

$325,440

About

Kingdom Capital Advisors provides discretionary portfolio management to individuals, high‑net‑worth clients, investment companies, and family offices, focusing on a strategy dedicated to small‑ and micro‑capitalization equities. Clients work under a written Investment Policy Statement and must affirmatively consent to the firm’s concentrated strategy, which KCA does not customize to individual preferences.

The firm’s investment process is fundamentally driven and seeks mispriced small and microcap securities to build concentrated portfolios (typically mid‑teens in number), and it employs cyclical and fundamental analysis to guide long‑ and short‑term positions. KCA regularly uses margin, short sales, and options (including uncovered strategies) in client accounts and retains full trading discretion, which increases both the potential return and the risk profile of managed portfolios.

Compared with many peers, KCA both measures and discloses performance relative to the Russell 2000 Total Return benchmark and accepts performance‑based compensation from qualified clients, with built‑in high‑water mark protections for benchmark‑relative results. The firm also documents performance for client reporting and occasionally uses a secondary execution venue for securities unavailable at its primary custodian, measures that reflect a more active, benchmark‑linked approach than is typical among similarly sized advisers.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management Options & derivatives strategies

Fee options

Percentage

2.00% annually

Performance-based

1.00% annual fee plus 20% performance fee on returns exceeding Russell 2000 TR index with high-water mark and hurdle rate

Other

Account minimum: $100,000

Main office location

Kingdom Capital Advisors, LLC

3923 University Drive

Fairfax VA 22030, United States

Number of offices

1

Most active in

California · Florida · North Carolina · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kurt C

Series 65

Fairfax, VA

Kingdom Capital Advisors, LLC

Kurt Cooper is a financial advisor at Kingdom Capital Advisors, LLC in Fairfax, VA, holding a Series 65 designation with four years of industry experience. He has worked at Kingdom Capital Advisors since 2021 and previously spent seven years with Indigo Golf Partners. Kingdom Capital Advisors provides discretionary portfolio management to individuals, family offices, and investment companies, focusing on micro- and small-cap equity strategies. The firm builds concentrated portfolios using fundamental and cyclical analysis and employs active trading tools including long and short positions, margin, and options.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

David B

Series 65

Fairfax, VA

Kingdom Capital Advisors, LLC

David Bastian is a financial advisor with Kingdom Capital Advisors, LLC in Fairfax, VA, holding a Series 65 designation and four years of industry experience. His prior work includes roles at FTI Consulting, PricewaterhouseCoopers, and Mercer. He also contributes as an independent contractor writing blog articles for SeekingAlpha.com. Kingdom Capital Advisors provides discretionary portfolio management focused on micro- and small-cap equity strategies for individuals, family offices, and investment companies, employing fundamental and cyclical analysis to build concentrated portfolios with active trading tools and ongoing supervision.

Active portfolio management Concentrated stock management Options & derivatives strategies
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