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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-10-2022
- Office Locations
- 2
Office Locations
About Kingsman Wealth Management Inc.
Kingsman Wealth Management is an independent fiduciary RIA with advisors in Pensacola, FL and Chattanooga, TN, serving clients locally and nationwide virtually. The firm provides boutique personal wealth management and retirement planning support for business owners and plan sponsors, combining comprehensive planning (retirement, tax, education, charitable strategies) with ETF-centric portfolio implementation. Custodies primarily at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Katie Ilene Kingsman
Chief Compliance Officer, Managing Member, President, Wealth Advisor
- CRD
- #6137013
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOHN FREDERICK COSGROVE
Chief Executive Officer, President
- CRD
- #1659111
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,056,595 | $1,069,385 |
| Non-Discretionary | $2,897,936 | $1,448,968 |
| Total | $234,954,531 | $1,072,852 |
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Separately Managed Accounts
Total SMA Asset: $234,954,531
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $867,278,634 | 13.3% |
| Public Funds | $1,199,844,125 | 18.4% |
| Other | $2,438,813,603 | 37.4% |
| Cash | $2,014,955,624 | 30.9% |
| Total | $6,520,891,986 | 100.0% |