Kingsley Financial

Overview

Kingsley Financial is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves a narrow client base made up of individuals and families and offers financial planning and portfolio-management services to individuals, small businesses and certain business or institutional clients. Its advisory fees are flexible—charging a percentage of assets under management as well as hourly and fixed fees—reflecting a practice built around personalized engagements rather than scale-based product distribution. Investment activity is concentrated and equity-oriented. The firm signals a clear preference for exchange-traded equities and mutual funds as its primary building blocks. Kingsley Financial is not positioned as a capital allocator to outside alternative fund managers, it does not identify as an active ESG investor, and it is not organized as a multi-state adviser. The breadth of services is focused on discretionary portfolio management and planning rather than operating an internal fund complex or family-office platform.

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Public Holdings

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Location & Offices