KINGDOM CAPITAL ADVISORS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Derivatives5%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1David Bastian
Chief Investment OfficerCRD 7438811
Contacts
1 of 1Kurt Cooper
Managing PartnerCRD 7438833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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