Kingdom Legacy Advisors

Overview

Kingdom Legacy Advisors is an independent registered investment adviser serving individual and family clients through financial planning and portfolio management for individuals and small businesses. The firm operates under an owner-operator model and charges a mix of percentage-of-AUM and fixed fees. Its SEC registration is noted as 2025 and it is not positioned as a multi-state or pension consultant adviser. Investment activity is tilted toward fund-based solutions rather than direct-stock strategies. The adviser emphasizes public funds and mutual funds as the principal building blocks of client portfolios, with discretionary management across client accounts. The firm does not self-identify as an active ESG investor and it does not report acting as a capital allocator for direct private deals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices