K
CRD: 329133
Kingsley Financial
Mount Pleasant, SC
8432846167
$8.2M Total AUM
$8.2M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-11-2024
- Office Locations
- 1
Office Locations
-- Mount Pleasant SC
About Kingsley Financial
Kingsley Financial is a Mount Pleasant-based RIA. The firm has been operating for 2 years. Managing $8.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$8.2M AVG AUM / ADVISOR
$480.4K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Optima element
Client Personas
Beacon
Investment Themes
Fusion Insight Optima
Investment Vehicles
Vital pathway
Services
Horizon Vital vital Beacon eagle Delta quantum Vital harbor
Owner & Executives
Steven Bradley Kingsley
Chief Compliance Officer, Owner
- CRD
- #6891466
- Ownership
- 75% or more
(566) 438-2674
focus.vertex@momentumcapital.com
in linkedin.com/in/frontier-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,166,948 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,166,948 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,166,948
Equity - Exchange:
43.1% Public Funds:
56.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,618,619,605 | 43.1% |
| Public Funds | $4,777,249,547 | 56.9% |
| Total | $8,395,869,152 | 100.0% |