Kingsman Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Kingsman Wealth Management reports 216 clients. They include 163 individual clients and 53 high-net-worth individuals. Of its assets, 98.8% ($232M across 217 accounts) are managed with discretion; $2.9M across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 19% |
| High-net-worth individuals | 25% | 80% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Insurance companies | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 163 | $44.2M | 18.8% | $271K |
| High-net-worth individuals | 53 | $187M | 79.8% | $3.54M |
| Pension and profit-sharing plans | Fewer than 5 | $2.9M | 1.2% | — |
| Insurance companies | Fewer than 5 | $428K | 0.2% | — |
| Total | 216 | $235M | 100% | — |
- Clients
- 163
- Regulatory AUM
- $44.2M
- AUM share
- 18.8%
- Avg. per client
- $271K
- Clients
- 53
- Regulatory AUM
- $187M
- AUM share
- 79.8%
- Avg. per client
- $3.54M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.9M
- AUM share
- 1.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $428K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 216
- Regulatory AUM
- $235M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 101–250
Kingsman Wealth Management charges up to 2.00% a year for its Asset Management. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
Katie Kingsman owns 75% or more of Kingsman Wealth Management. The leadership team of Kingsman Wealth Management includes President Katie Kingsman. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Kingsman Wealth Management Inc.
Katie Kingsman
Control person · since March 2022
Kingsman Wealth Management’s regulatory assets grew 2.0× from $120M (April 2024) to $235M (March 2026); clients rose from 161 to 216 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $235M | 216 | 3 | 2 |
| Jul 2025July 2025 | $196M | 189 | 3 | 2 |
| Apr 2024April 2024 | $120M | 161 | 3 | 2 |
Besides its headquarters, Kingsman Wealth Management has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 320 W Goverment Street, PensacolaHQ
Tennessee · 1 listed address
- 504 Raven Wolf Road, Chattanooga
Contact and registration details
- Legal name
- Kingsman Wealth Management Inc.
- Headquarters
- 320 W Goverment Street, Pensacola, FL 32502
- Website
- kingsmanwealthmanagement.com
- Phone
- 850-565-3780
- SEC file
- 801-129544
- Founded
- 2022
- Structure
- Florida other (specify)
- Fiscal year end
- December
Kingsman Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($228M). Kingsman Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $228M100%
At year end, Kingsman Wealth Management’s separately managed accounts were mostly in stocks (76%) and funds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $214M across 76 positions; the largest are Nvidia Corporation (14.5%), Amazon Com Inc. (7.2%) and GE Aerospace (6.7%).
What the accounts hold
- Stocks76%
- Funds18%
- Cash2%
- Other4%
- Alternative investments4%
How many clients does Kingsman Wealth Management have?
Kingsman Wealth Management has 216 clients and manages $235 million for them, as of March 2026. They include 163 individual clients and 53 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Kingsman Wealth Management offer?
Kingsman Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Kingsman Wealth Management charge?
Kingsman Wealth Management charges up to 2.00% a year for its Asset Management. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $1,000,000.
Source: KINGSMAN WEALTH MANAGEMENT MARCH 4, 2026 FORM ADV PART 2A, filed 4 March 2026
Which custodians does Kingsman Wealth Management use?
Kingsman Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $228M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Kingsman Wealth Management have?
Kingsman Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kingsman Wealth Management invest in?
At the end of its last fiscal year, Kingsman Wealth Management’s separately managed accounts held 76% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 4% other and 2% cash and equivalents. The 4% other category is described as: Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Kingsman Wealth Management have a minimum investment?
Yes, Kingsman Wealth Management’s minimum account size for its Asset Management is $1M.
Source: KINGSMAN WEALTH MANAGEMENT MARCH 4, 2026 FORM ADV PART 2A, filed 4 March 2026
Who owns Kingsman Wealth Management?
Kingsman Wealth Management’s direct owner is Katie Kingsman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Kingsman Wealth Management get paid?
Kingsman Wealth Management is paid through a percentage of assets under management. 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 Kingsman Wealth Management?
Kingsman Wealth Management’s main office is at 320 W Goverment Street, Pensacola, FL 32502. Its phone number is 850-565-3780. Its website is kingsmanwealthmanagement.com.
