Kinghorn Law | Financial

Kinghorn Law serves individuals, high‑net‑worth individuals, and corporate clients by providing investment advisory services primarily through referrals to a single third‑party discretionary manager. The firm also operates as a law practice, offers educational seminars and workshops to clients and the public, and a principal is a licensed insurance agent who may offer insurance products.

The firm does not directly manage client portfolios, accept custody, or exercise discretionary trading authority; instead it gathers client information, performs due diligence, and recommends a third‑party manager whose portfolios use modern portfolio theory, Fama/French‑informed asset allocation, and periodic rebalancing. Kinghorn Law monitors the ongoing performance of the third‑party manager, reviews custodial statements, and schedules periodic client review meetings.

Noteworthy aspects compared with peers are its dual status as a law firm and registered investment adviser and the principal’s ability to provide legal services and commissionable insurance products—relationships the brochure identifies as potential conflicts of interest and that are disclosed to clients. The firm’s operational model—relying on a single third‑party manager, running educational workshops, and not directly managing or holding client assets—differs from many supported firms that manage accounts internally.