Kingsman Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$234,954,531
Total clients
216
25% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
108
Average account size
$1,087,752
About
Kingsman Wealth Management Inc. provides discretionary asset management and financial planning to individuals, high-net-worth clients, estates, corporations, and other business entities. In addition to ongoing portfolio management, the firm offers comprehensive planning services and pension consulting to employee benefit plans, including participant education and plan-level advice.
The firm’s investment approach blends fundamental analysis, technical charting, and modern portfolio theory to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, REITs, options, and alternative investments. Accounts are generally managed on a discretionary basis and the firm documents recommendations in written financial plans while periodically reviewing portfolios against objectives and risk tolerance.
Noteworthy for a firm of its size, Kingsman manages roughly $235 million in regulatory assets with two advisors, with the vast majority handled on a discretionary basis, and it provides pension consulting services and participant education that are less common among peers. The firm also recently updated disclosures regarding alternative investment risks, may recommend IRA rollovers (which it discloses as a potential conflict of interest), and typically uses institutional or advisor share classes and Schwab institutional services to access research and custody.
Client services
Expertise
Fee options
Up to 2.00% annually
Account minimum: $1 million
Main office location
Kingsman Wealth Management Inc.
320 W Goverment Street
Pensacola FL 32502, United States
Number of offices
2
Most active in
Alabama · Florida · Georgia · Louisiana · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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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.
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