Kingdom Capital Management

RIASEC Registered
Total AUM
$750K
Discretionary
$750K
100% of AUM
Avg account
$68.2K
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
307223
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Non-Exchange Traded Equities 10%, Cash & Cash Equivalents 10%80%
  • Exchange Traded Equities80%
  • Non-Exchange Traded Equities10%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • Robert Teel

    Robert Teel

    Managing Member And Chief Executive OfficerCRD 7225927

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth