KINGDOM CAPITAL ADVISORS, LLC

RIASEC Registered
Total AUM
$25.6M
Discretionary
$25.6M
100% of AUM
Avg account
$215K
Accounts
119
Employees
2
Advisory reps
2

Firm details

Headquarters
FAIRFAX, Virginia
CRD number
316530
Custodians
CHARLES SCHWAB & CO., INC., ROBOTTI SECURITIES, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI56.94%
  • Individuals37.11%
  • Corporations / Businesses5.95%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kingdom Capital Advisors, LLC is a small, equity-focused investment adviser that provides discretionary portfolio management to individuals and families and to small businesses. The firm operates as a limited liability company under individual ownership and manages client portfolios primarily through exchange-traded equities and related vehicles. Its stated advisory activity centers on portfolio management rather than pension consulting, multi-state advisory coverage, or capital allocation to outside private managers. The firm charges standard percentage-of-AUM fees and also uses performance-based fee arrangements, indicating it can provide results-linked structures for qualifying clients. Kingdom Capital Advisors is not flagged as an active ESG investor and reports no related-adviser relationships. Its investment posture, as reported, leans heavily toward publicly traded equity exposures implemented in liquid, taxable accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Derivatives 5%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%92%
  • Exchange Traded Equities92%
  • Derivatives5%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • David Bastian

    Chief Investment OfficerCRD 7438811

Contacts

1 of 1
  • Kurt Cooper

    Managing PartnerCRD 7438833

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FAIRFAX, VA

FAIRFAX CITY

Location

FAIRFAX, VA

Headquartered in FAIRFAX, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX CITY
Address
3923 University Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth