Kingdom Legacy Advisors provides financial planning and portfolio management for individuals and small businesses.
Kingdom Legacy Advisors reports 223 clients. They include 154 individual clients and 69 high-net-worth individuals. Of its assets, 100.0% ($197M across 823 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 33% |
| High-net-worth individuals | 31% | 67% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 154 | $64.3M | 32.7% | $417K |
| High-net-worth individuals | 69 | $132M | 67.3% | $1.92M |
| Total | 223 | $197M | 100% | $881K |
- Clients
- 154
- Regulatory AUM
- $64.3M
- AUM share
- 32.7%
- Avg. per client
- $417K
- Clients
- 69
- Regulatory AUM
- $132M
- AUM share
- 67.3%
- Avg. per client
- $1.92M
Total
- Clients
- 223
- Regulatory AUM
- $197M
- AUM share
- 100%
- Avg. per client
- $881K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Kingdom Legacy Advisors charges 0.40%–1.30% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a negotiated fixed fee of $1,000 to $10,000 per project, charged in advance.
Aaron Lindberg owns 75% or more of Kingdom Legacy Advisors. It has 5 employees, 1 of them in advisory roles.
Leadership
- Aaron LindbergCEO / CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Kingdom Legacy Advisors Corporation
Aaron Lindberg
Control person · since December 2024
Kingdom Legacy Advisors’ regulatory assets grew 1.7× from $117M (July 2025) to $197M (September 2026); clients rose from 168 to 223 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $197M | 223 | 5 | 1 |
| July 2025 | $117M | 168 | 4 | 1 |
Besides its headquarters, Kingdom Legacy Advisors has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Kingdom Legacy Advisors Corporation
- Headquarters
- Not reported
- Website
- kingdomlegacyadv.com
- Phone
- 952-697-2225
- SEC file
- 801-132069
- Structure
- Minnesota corporation
- Fiscal year end
- December
Kingdom Legacy Advisors uses Charles Schwab ($142M, 84%) and Fidelity ($26.5M, 16%) as custodians for its separately managed accounts. Kingdom Legacy Advisors has custody of $8.72M in client assets for 36 clients.
- Charles SchwabCharles Schwab & Co, Inc. · Westlake, TX · $142M84%
- FidelityFidelity Investments · Boston, MA · $26.5M16%
At year end, Kingdom Legacy Advisors’ separately managed accounts were mostly in funds (91%).
What the accounts hold
- Stocks3%
- Funds91%
- Cash6%
How many clients does Kingdom Legacy Advisors have?
Kingdom Legacy Advisors has 223 clients and manages $197 million for them, as of September 2026. They include 154 individual clients and 69 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Kingdom Legacy Advisors offer?
Kingdom Legacy Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kingdom Legacy Advisors charge?
Kingdom Legacy Advisors charges 0.40%–1.30% a year for its Asset Management. The fee is billed in advance and is negotiable.
Source: KLA ADV 2A, filed 9 January 2026
Which custodians does Kingdom Legacy Advisors use?
Kingdom Legacy Advisors’ separately managed account assets are held at Charles Schwab & Co, Inc. (Westlake, TX), with $142M and Fidelity Investments (Boston, MA), with $26.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026
How many financial advisors does Kingdom Legacy Advisors have?
Kingdom Legacy Advisors has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kingdom Legacy Advisors invest in?
At the end of its last fiscal year, Kingdom Legacy Advisors’ separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 3% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kingdom Legacy Advisors?
Kingdom Legacy Advisors’ direct owner is Aaron Lindberg (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Kingdom Legacy Advisors get paid?
Kingdom Legacy Advisors is paid through a percentage of assets under management 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
How do I contact Kingdom Legacy Advisors?
Its phone number is 952-697-2225. Its website is kingdomlegacyadv.com.