CRD: 316530
Kingdom Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2021
- Office Locations
- 1
Office Locations
About Kingdom Capital Advisors, LLC
Kingdom Capital Advisors is a Fairfax, VA investment advisor serving retail and institutional clients with an active, concentrated small- and micro-cap value approach. The team looks for mispriced securities with large margins of safety and identifiable catalysts, and publishes investment research through its Insights blog. Portfolios are typically fewer than 20 stocks, with positions that can reach 25% in a single name; custody includes Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
David Alan Bastian
Chief Investment Officer, Managing Partner
- CRD
- #7438811
- Ownership
- 50% but less than 75%
Kurt Michael Cooper
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #7438833
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,607,448 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,607,448 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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