KINGSMAN WEALTH MANAGEMENT INC.

RIASEC RegisteredEst. 2024
Total AUM
$235M
Discretionary
$232M
99% of AUM
Avg account
$1.1M
Accounts
219
Employees
3
Advisory reps
2

Firm details

Headquarters
PENSACOLA, Florida
CRD number
319238
Registered since
February 21, 2024
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Public Funds/Mutual Funds 18%, Other 4%, Cash & Cash Equivalents 2%76%
  • Exchange Traded Equities76%
  • Public Funds/Mutual Funds18%
  • Other4%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • JOHN COSGROVE

    Wealth AdvisorCRD 1659111

  • Katie Kingsman

    FounderCRD 6137013

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth