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They include 9,934 individual clients, 2,209 high-net-worth individuals, and 127 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kingsview Wealth Management offer?","answer":"Kingsview Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, and selecting other managers.","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 Kingsview Wealth Management charge?","answer":"Kingsview Wealth Management charges 0.75%–1.50% a year for its Standard Wealth Management Fee Schedule. Each asset band is charged at its own rate. 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kingsview Wealth Management have?","answer":"Kingsview Wealth Management has 95 investment adviser representatives registered with state securities authorities, out of 285 employees, and 95 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 90 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 Kingsview Wealth Management invest in?","answer":"At the end of its last fiscal year, Kingsview Wealth Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 8% cash and equivalents, 2% U.S. government and agency bonds, 2% state and local bonds, 2% other, 1% non-exchange-traded equities, 1% sovereign bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% derivatives and 1% pooled vehicles (private funds and similar). 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