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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- OakAtlas delta +more
- Established Date
- 10-02-2023
- Office Locations
- 1
Office Locations
About Kingdom Financial
Kingdom Financial is a fee-only, fiduciary financial planning and investment advisory firm serving mid- to late-career professionals and their spouses, with guidance rooted in a Biblical framework. The firm emphasizes a comprehensive, opportunity-focused planning process and flexible meeting options (virtual or in person), with an explicit focus on engaging both spouses. Client access includes a RightCapital portal, and the founder (CFP professional) is listed with XY Planning Network.
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Investment Themes
Investment Vehicles
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Owner & Executives
Lance Christian Ludwig
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6500567
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,896,073 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,896,073 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,896,073
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,232,014,432 | 43.2% |
| U.S. Government/Agency | $1,619,870,827 | 56.8% |
| Total | $2,851,885,259 | 100.0% |