Kingdom Legacy Advisors
Firm details
- Headquarters
- ,
- CRD number
- 334847
- Registered since
- March 25, 2025
- Website
- kingdomlegacyadv.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.31%
- Individuals32.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kingdom Legacy Advisors is an independent, corporate-structured registered investment adviser that works primarily with individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals and small businesses, charging clients either a percentage of assets under management or fixed fees. Kingdom Legacy is not positioned as a capital allocator and does not identify as an active ESG investor. The firm reports SEC registration in 2025, is owned by an individual, and is not organized as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents6%
- Exchange Traded Equities3%
Owners & executives
1 of 1
Aaron Lindberg
Chief Executive OfficerCRD 2815255
Contacts
2 of 2
Barbara Mahr
Investment Advisor RepresentativeCRD 2061026
Austin Lindberg
Wealth AdvisorCRD 6666676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Springhouse Capital Management, LP
RIACertified Planners, Inc.
RIASan Ramon, CA
The Bendix Financial Group, Inc.
RIAGarden City, NY
Connor Capital Sb, LLC
RIASanta Barbara, CA
Avant Financial Advisors
RIAAustin, TX
Friedenthal Financial, LLC
RIAMarlton, NJ