KINGSMAN WEALTH MANAGEMENT INC.
Firm details
- Headquarters
- PENSACOLA, Florida
- CRD number
- 319238
- Registered since
- February 21, 2024
- Website
- www.kingsmanwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.76%
- Individuals18.83%
- Pension & Profit Sharing Plans1.23%
- Insurance Companies0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Kingsman Wealth Management Inc. is an independent registered investment adviser focused on serving individual and family clients. The firm runs a fee model tied to assets under management and combines financial planning with portfolio management for individuals, small businesses and institutions, along with pension consulting. Investment activity is tilted toward publicly traded equities as the primary exposure, while the firm also integrates a suite of alternative strategies through third‑party managers. Kingsman identifies equities as its preferred asset class and does not position itself as an ESG‑focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities76%
- Public Funds/Mutual Funds18%
- Other4%
- Cash & Cash Equivalents2%
Contacts
2 of 2JOHN COSGROVE
Wealth AdvisorCRD 1659111
Katie Kingsman
FounderCRD 6137013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PENSACOLA, FL
ESCAMBIA
Location
PENSACOLA, FL
Headquartered in PENSACOLA, FL, anchoring the Pensacola-Ferry Pass, FL-AL metro in the South.
- Metro area
- Pensacola-Ferry Pass, FL-AL
- Region
- South
- County
- ESCAMBIA
- Address
- 320 W Goverment St
- Time zone
- ET (UTC-5)
- Office locations
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