# Kingdom Legacy Advisors

> 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.

- CRD: 334847
- Filed as: KINGDOM LEGACY ADVISORS
- Legal name: Kingdom Legacy Advisors Corporation
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334847
- AdvisorCensus page: https://advisorcensus.com/firm/kingdom-legacy-advisors-334847

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 9, 2026)

- Account minimum: $500,000

> There is $500,000 minimum account size to open and maintain an advisory account.

- Flat fee: $1,000 to $10,000 (Financial planning services)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- Fidelity

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.

### Regulatory assets under management (Item 5.F)
- Total: $196,542,000
- Discretionary: $196,542,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 154 | $64,253,000 |
| High net worth individuals | 69 | $132,289,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, LA, MN, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kingdomlegacyadv.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $117,000,000 | 4 | July 8, 2025 |
| October 2026 | $196,542,000 | 5 | September 8, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kingdom Legacy Advisors (CRD 334847): Form ADV filing data as of October 2026.