Kingdom Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,896,073
Clients
3
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$2,298,691
About
Kingdom Financial is a small, fee-only registered investment adviser that serves individual and high-net-worth clients as well as corporations and other business clients. The firm offers discretionary investment management, ongoing and project-based financial planning, and provides educational seminars and speaking engagements for groups and organizations.
The firm’s investment process is informed by modern portfolio theory and uses a mix of passive and active vehicles across stocks, bonds, mutual funds, ETFs and cash, with attention to tax considerations and the option to incorporate socially conscious or values-based screens. Portfolios and plans are tailored to client goals and risk tolerance, with periodic reviews and the ability for clients to impose reasonable investment restrictions.
Noteworthy for a solo, recently formed independent adviser with modest assets under management and a very small client roster, Kingdom Financial also provides portfolio management for business/institutional clients and offers fee-based educational workshops — services that are less common among similar independent firms. The firm structures planning engagements both as ongoing relationships and as project-based engagements, and makes accommodations for values- or faith-informed investing when requested.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Wealth management
Occupation focus
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Established Professionals
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% Above $3,000,000+: 0.25%
Fee-only: Ongoing Financial Planning: $1,250 to $5,000 per quarter; Project-Based Financial Planning: $4,000 to $7,000 fixed fee
Main office location
Kingdom Financial
61191 Us 31 S
South Bend IN 46614, United States
Number of offices
1
Most active in
Kingdom Financial has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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