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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-02-2020
- Office Locations
- 1
Office Locations
About Kingdom Capital Management
Kingdom Capital Management is a Carmichael, CA registered investment adviser serving retail clients, including entrepreneurs. The firm provides financial planning, estate planning and insurance guidance alongside portfolio construction and asset-allocation work, with a risk-management lens and interest in emerging markets. Accounts are primarily ETF-based and commonly custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Robert Michael Teel
Agent, Chief Compliance Officer, Chief Executive Officer, Managing Member, Risk Manager
- CRD
- #7225927
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $750,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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