$196.5M Total AUM
$196.5M Disc. AUM
-- 3Y CAGR
5 Employees
223 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Pathway
- Established Date
- 03-25-2025
- Office Locations
- 1
Office Locations
-- Minnetonka MN
About Kingdom Legacy Advisors
Kingdom Legacy Advisors is an independent RIA serving purpose-driven individuals and families with holistic financial planning, investment management, and legacy/estate planning, with an emphasis on charitable giving. The firm highlights a values- and faith-informed approach and runs client philanthropy initiatives (e.g., holiday gift matching). Operates on Envestnet Tamarac with custody through Schwab and Fidelity.
Team overview
48 AVG AGE
$196.5M AVG AUM / ADVISOR
$881.4K AVG AUM / CLIENT
0.8 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Ember Insight quantum
Client Personas
Crest
Custodian
Prime Alpha quantum Value bridge Frontier Optima crest Prime
Investment Themes
Value catalyst Pioneer pioneer
Investment Vehicles
Delta momentum
Platform
Vertex Legacy
Services
Prime prime Capital Momentum Peak Oak delta Pathway signal
Technology
Meridian fusion
Owner & Executives
AARON ANDREW LINDBERG
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2815255
- Ownership
- 75% or more
(318) 551-1860
focus.optima@eaglecapital.com
in linkedin.com/in/horizon-glacier
Showing 1 of 1 owners & executives
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BARBARA JEAN MAHR
Wealth Advisor
- CRD
- #2061026
(387) 503-4242
matrix.glacier@eaglecapital.com
in linkedin.com/in/vector-quantum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,542,000 | $238,812 |
| Non-Discretionary | $0 | -- |
| Total | $196,542,000 | $238,812 |
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Separately Managed Accounts
Total SMA Asset: $196,542,000
Public Funds:
40.1% Cash:
29.8% Equity - Exchange:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,773,190,394 | 40.1% |
| Cash | $1,317,732,512 | 29.8% |
| Equity - Exchange | $1,330,998,276 | 30.1% |
| Total | $4,421,921,182 | 100.0% |