$520.9M Total AUM
$520.9M Disc. AUM
20.5% 3Y CAGR
51 Employees
1,810 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Horizon peakMomentum beacon
- Established Date
- 01-26-2011
- Office Locations
- 4
Office Locations
14155 N. 83 AVE #144 Peoria AZ
600 E. RIO Salado Parkway #102 Tempe AZ
7363 E Casitas DEL RIO Drive Scottsdale AZ
About Kingdom Financial Group, LLC
Fullerton Financial Planning is an Arizona-based independent advisory firm focused on individuals and families, particularly those nearing or in retirement. The team blends diversified investment management with retirement income planning, Social Security claiming strategy and annuity evaluation, plus tax, Medicare (via AE Medicare Solutions) and estate planning coordination. Founded by Stephanie and Steve Fullerton, with 20+ years serving Arizona; custody reported at Fidelity/NFS.
Team overview
46 AVG AGE
$30.6M AVG AUM / ADVISOR
$287.8K AVG AUM / CLIENT
2.6 yrs AVG TENURE
51 Employees
17 Advisory Reps
17 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Prime Delta Vital Focus Beacon beacon Matrix unison Ridge wave
Client Personas
Summit Momentum
CRM
Frontier
Custodian
Timber quantum Radial horizon Ridge eagle Radial harbor Matrix
Investment Themes
Optima delta Glacier foundation Frontier Harbor Radial pioneer
Investment Vehicles
Unison summit
Platform
Value
Services
Timber glacier North Radial summit Atlas summit Meridian bridge Momentum summit Fusion glacier Unison Signal Crest
Technology
Horizon wave Meridian matrix
Owner & Executives
STEPHANIE ELAINE FULLERTON
Founder
- CRD
- #5165869
- Ownership
- 50% but less than 75%
(736) 457-9105
summit.unison@pathwaycapital.com
in linkedin.com/in/horizon-crest
STEVEN DAVID FULLERTON SR.
Director Of Operations, President
- CRD
- #5753285
- Ownership
- 50% but less than 75%
(857) 296-7117
atlas.horizon@pioneercapital.com
in linkedin.com/in/vital-matrix
R
Ridge optima
Meridian vector
- CRD
- #33876
- Ownership
- 21.2%
(932) 838-8800
fusion.summit@frontiercapital.com
in linkedin.com/in/timber-foundation
Showing 2 of 4 owners & executives
Unlock allContacts
Jacob Michael Adams
Lead Advisor
- CRD
- #6903143
(516) 755-6802
pathway.glacier@signalcapital.com
in linkedin.com/in/peak-timber
NURJEMAL ADAMS
Wealth Advisor
- CRD
- #6956257
(977) 853-3819
timber.momentum@vertexcapital.com
in linkedin.com/in/catalyst-element
V
Value peak
Wave oak zenith
- CRD
- #61121
(254) 568-3786
capital.timber@focuscapital.com
in linkedin.com/in/delta-insight
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $520,913,856 | $146,571 |
| Non-Discretionary | $0 | -- |
| Total | $520,913,856 | $146,571 |
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Separately Managed Accounts
Total SMA Asset: $520,913,856
Public Funds:
11.4% Equity - Exchange:
18.5% Cash:
7.1% Municipal Bonds:
24.8% Corporate - Investment Grade:
26.9% U.S. Government/Agency:
11.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $74,675,692 | 11.4% |
| Equity - Exchange | $121,184,237 | 18.5% |
| Cash | $46,508,545 | 7.1% |
| Municipal Bonds | $162,452,382 | 24.8% |
| Corporate - Investment Grade | $176,208,431 | 26.9% |
| U.S. Government/Agency | $74,020,641 | 11.3% |
| Total | $655,049,928 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT CATALYST PATHWAY | EMBER PRIME | UHMAIXW5L | MLQMW | 1.09% | $47,974,757 |
| BEACON QUANTUM FRONTIER | FOCUS DELTA | AD2E7JUYL | UPV | 0.89% | $115,000,903 |
| SIGNAL PIONEER | CATALYST FUSION | A5MPCVM0Y | MXOV | 11.13% | $72,406,997 |
| FOUNDATION VITAL | PIONEER PRIME | DTLEW8C4T | EOV | 10.76% | $38,014,419 |
| VALUE INSIGHT PIONEER | RADIAL VERTEX | BDQ9C42OU | RWK | 2.52% | $12,063,271 |
| RADIAL WAVE | OAK FUSION | 87D0THMZ5 | UAGR | 1.96% | $85,528,831 |
| BEACON TIMBER VITAL | GLACIER PRIME | XD4THMIGE | KBNC | 7.56% | $42,193,025 |
| CATALYST FUSION HARBOR | BRIDGE ATLAS | VKC8EACDU | QKT | 3.11% | $82,716,277 |