Kingdom Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 307223
- Website
- kingdomcapm.wordpress.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kingdom Capital Management operates as an independent registered investment advisor, focusing on providing financial planning and portfolio management services primarily for individuals and families. The firm emphasizes a personalized approach to investment management, offering a range of advisory activities, including educational seminars and the publication of newsletters. With an owner type classified as individual, Kingdom Capital Management does not engage in capital allocation or operate as a multi-state adviser. The firm does not actively pursue ESG investments, which may appeal to clients with different investment philosophies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Robert Teel
Managing Member And Chief Executive OfficerCRD 7225927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations