Kingdom Financial Group, LLC

RIASEC RegisteredEst. 2018

Total AUM

$521M

Discretionary

$521M

100% of AUM

Avg account

$147K

Accounts

3,554

Employees

Advisory reps

Firm details

Headquarters: Peoria, Arizona
CRD number: 155676
Registered since: July 2, 2018
Website: fullertonfp.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals75.01%
HNWI23.47%
Pension & Profit Sharing Plans1.25%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kingdom Financial Group, LLC is an independent registered investment adviser organized as an LLC and active since 2018. The firm serves both individual/family and institutional clients and operates as a capital allocator, directing client capital to third‑party managers in addition to running in‑house portfolio solutions. Its fee arrangements include percentage of assets under management, hourly billing, and flat fees. Advisory services listed on filings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services (noted among its service offerings but not designated as a pension consultant on filings), publication of periodicals/newsletters, and educational seminars and workshops. Kingdom reports industry affiliations with an accountant and an insurance company, and does not identify itself as an active ESG investor or a multi‑state adviser.