{"url":"https://nivawealth.com/firms/kingdom-financial-group-155676","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155676","regulatoryAum":520913856,"crd":"155676","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6903143","suffix":null,"lastName":"Adams","firstName":"Jacob","middleName":"Michael"},{"crd":"6956257","suffix":null,"lastName":"ADAMS","firstName":"NURJEMAL","middleName":null},{"crd":"7135889","suffix":null,"lastName":"BARRETT","firstName":"CHASE","middleName":"ALEXANDER"},{"crd":"5863741","suffix":null,"lastName":"BECKER","firstName":"JOSHUA","middleName":"PAUL"},{"crd":"4050702","suffix":null,"lastName":"BROWN","firstName":"DOUGLAS","middleName":"CHRISTOPHER"},{"crd":"7720853","suffix":null,"lastName":"FOX","firstName":"DALLAS","middleName":"ALLEN"},{"crd":"5165869","suffix":null,"lastName":"FULLERTON","firstName":"STEPHANIE","middleName":"ELAINE"},{"crd":"5753285","suffix":"SR.","lastName":"FULLERTON","firstName":"STEVEN","middleName":"DAVID"},{"crd":"7273434","suffix":null,"lastName":"Grace","firstName":"Trinity","middleName":"Rain"},{"crd":"7079696","suffix":null,"lastName":"GRAYBILL","firstName":"LUCAS","middleName":"DAVID"},{"crd":"8020939","suffix":null,"lastName":"Tobey","firstName":"Matthew","middleName":"Austin"},{"crd":"7505132","suffix":null,"lastName":"TOBEY","firstName":"ZACHARY","middleName":"RYAN"},{"crd":"7464812","suffix":null,"lastName":"Tranchina-Satterfield","firstName":"Jessie","middleName":"J"},{"crd":"2611753","suffix":null,"lastName":"WINCHESTER","firstName":"LESLIE","middleName":"ANN"},{"crd":"3183225","suffix":null,"lastName":"Zuccaro","firstName":"Matthew","middleName":"F"}],"total":15,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-16","regulatoryAum":204121660,"clients":1051,"employees":12,"offices":2},{"filedOn":"2022-03-28","regulatoryAum":271176401,"clients":1204,"employees":13,"offices":2},{"filedOn":"2023-03-27","regulatoryAum":219768440,"clients":1334,"employees":26,"offices":2},{"filedOn":"2024-07-30","regulatoryAum":294982648,"clients":1500,"employees":40,"offices":2},{"filedOn":"2025-03-25","regulatoryAum":340595756,"clients":1549,"employees":40,"offices":3},{"filedOn":"2026-03-27","regulatoryAum":520913856,"clients":1810,"employees":51,"offices":3}],"secFileNumber":"801-113161","legalName":"Kingdom Financial Group, LLC","displayName":"Kingdom Financial Group","slug":"kingdom-financial-group-155676","website":"https://fullertonfp.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Arizona limited liability company","fiscalYearEnd":"December","headquarters":{"street":"14155 N. 83 Ave #144","city":"Peoria","state":"AZ","stateName":"Arizona","country":"United States","postalCode":"85381"},"tradeNames":["Iq Wealth Advisory, LLC."],"registration":{"secApproved":"2 July 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":287388.6285714286,"staff":{"employees":51,"advisory":17,"brokerDealerReps":0,"insuranceAgents":17,"promoters":0},"aum":{"regulatory":520913856,"discretionary":520913856,"discretionaryAccounts":3554,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":520913856,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1713,"regulatoryAum":390743528},{"label":"High-net-worth individuals","clients":72,"regulatoryAum":122245174},{"label":"Pension and profit-sharing plans","clients":20,"regulatoryAum":6526404},{"label":"Corporations and other businesses","clients":5,"regulatoryAum":1398750}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029245","versionId":1029245,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-27","documentName":"KINGDOM PART 2A BROCHURE","fee_rate_low":null,"fee_rate_high":1.75,"fee_negotiable":true,"minimum_account":25000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting Services","summary":"Consulting is billed at an hourly charge of $250, negotiable, with a retainer of two hours at signing; 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Also a owner of Fullerton Financial Legacyco, LLC in the 50% to 75% band and a control person, since March 2023."},{"label":"Stephanie Fullerton","detail":"Member in the 50% to 75% ownership band and a control person, since January 2019. Also a owner of Fullerton Financial Legacyco, LLC in the 50% to 75% band and a control person, since March 2023."},{"label":"Fullerton Financial Holdings, LLC","detail":"Owner in the 75% or more ownership band, since March 2023."},{"label":"Fullerton Financial Legacyco, LLC","detail":"Indirect owner: a owner of Fullerton Financial Holdings, LLC in the 50% to 75% band, since March 2023.","parent":"Fullerton Financial Holdings, LLC"}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":3,"addresses":[{"street":"14155 N. 83 Ave #144","city":"Peoria","headquarters":true},{"street":"600 E. 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They include 1,713 individual clients, 72 high-net-worth individuals, and 20 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kingdom Financial Group offer?","answer":"Kingdom Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kingdom Financial Group charge?","answer":"Kingdom Financial Group charges up to 1.75% a year for its Investment Management Services. The fee is billed in arrears, is negotiable and requires an account of at least $25,000.","source":"KINGDOM PART 2A BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kingdom Financial Group use?","answer":"Kingdom Financial Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $514M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kingdom Financial Group have?","answer":"Kingdom Financial Group has 17 investment adviser representatives registered with state securities authorities, out of 51 employees, and 17 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 17 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kingdom Financial Group invest in?","answer":"At the end of its last fiscal year, Kingdom Financial Group’s separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 5% cash and equivalents, 4% state and local bonds, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Kingdom Financial Group have a minimum investment?","answer":"Yes, Kingdom Financial Group’s minimum account size for its Investment Management Services is $25K.","source":"KINGDOM PART 2A BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Kingdom Financial Group?","answer":"Kingdom Financial Group is owned through a holding company by Fullerton Financial Legacyco, LLC. Its direct owners are Steven Fullerton (50% to 75%), Stephanie Fullerton (50% to 75%) and Fullerton Financial Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kingdom Financial Group get paid?","answer":"Kingdom Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Kingdom Financial Group registered with the SEC?","answer":"Yes, Kingdom Financial Group has been registered with the SEC as an investment adviser since 2 July 2018. 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dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}