Kingdom Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 307223
- Website
- kingdomcapm.wordpress.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kingdom Capital Management is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm focuses on serving individual and family clients and provides a mix of financial planning and portfolio management services targeted at individuals and small businesses. Its advisory scope also includes publishing periodicals or newsletters and running educational seminars and workshops. The firm charges clients through several fee models — percentage of assets under management, hourly fees, subscription arrangements, and fixed fees — allowing flexibility for different client needs. The adviser does not identify itself as an ESG-focused manager, is not designated as a multistate adviser, and is not positioned as a pension consultant or a multi-manager capital allocator.
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 Equities80%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Robert Teel
Managing Member And Chief Executive OfficerCRD 7225927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations