AdvisorCensus / Financial advisors / Kingdom Legacy Advisors
Kingdom Legacy Advisors
Filed as KINGDOM LEGACY ADVISORS · Legal name Kingdom Legacy Advisors Corporation
Kingdom Legacy Advisors is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.
Quick answers
From the filingHow is Kingdom Legacy Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Kingdom Legacy Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Kingdom Legacy Advisors charge?
Its Form ADV Part 2A brochure dated January 9, 2026 states: Flat fee: $1,000 to $10,000 (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Kingdom Legacy Advisors registered with the SEC or a state?
Kingdom Legacy Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334847.
How much does Kingdom Legacy Advisors manage?
Kingdom Legacy Advisors reports $196,542,000 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).
How have Kingdom Legacy Advisors' assets and staff changed since 2025?
In the Form ADV data for Kingdom Legacy Advisors: Regulatory assets under management: $117,000,000 in the October 2025 data and $196,542,000 in the October 2026 data, up 68%. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Kingdom Legacy Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (154); high net worth individuals (69).
Which custodians does Kingdom Legacy Advisors use?
Kingdom Legacy Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and Fidelity as custodians holding 10% or more of its separately managed account assets.
Does Kingdom Legacy Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334847
Does Kingdom Legacy Advisors state an account minimum?
Its Form ADV Part 2A brochure dated January 9, 2026 says: "There is $500,000 minimum account size to open and maintain an advisory account."
What changed in Kingdom Legacy Advisors' recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in AZ, CA, FL, LA, NE, TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000
The brochure's wording
There is $500,000 minimum account size to open and maintain an advisory account.
Flat fee: $1,000 to $10,000 (Financial planning services)
The brochure's wording
Fixed fees range from $1,000 to $10,000 per project. An estimate for total hours and charges is determined at the start of the advisory relationship.
As stated in the firm's Form ADV Part 2A brochure dated January 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$196,542,000 as of October 2026, filing dated September 8, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Kingdom Legacy Advisors Corporation
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 5. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $196,542,000 | 5 | September 8, 2026 |
| October 2025 | $117,000,000 | 4 | July 8, 2025 |
Regulatory assets under management: $117,000,000 in the October 2025 data and $196,542,000 in the October 2026 data, up 68%.
Total employees: 4 in October 2025 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in AZ, CA, FL, LA, NE, TX.
- February 2026
- Regulatory assets under management went from $117,000,000 to $196,542,000 (+68%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Kingdom Legacy Advisors (CRD 334847): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kingdom-legacy-advisors-334847