CRD: 316530
Kingdom Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 74 clients, or 37 clients per representative. That equates to $346.0K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Kingdom Capital Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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