# Kingsman Wealth Management Inc.

> Kingsman Wealth Management Inc. is an SEC-registered investment advisory firm in Pensacola, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 319238
- Filed as: KINGSMAN WEALTH MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pensacola, FL
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319238
- AdvisorCensus page: https://advisorcensus.com/firm/kingsman-wealth-management-inc-pensacola-fl-319238

## Quick answers

**How is Kingsman Wealth Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Kingsman Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does Kingsman Wealth Management Inc. charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kingsman Wealth Management Inc. located?**
Kingsman Wealth Management Inc.'s principal office is in Pensacola, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Kingsman Wealth Management Inc. registered with the SEC or a state?**
Kingsman Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 319238.

**How much does Kingsman Wealth Management Inc. manage?**
Kingsman Wealth Management Inc. reports $234,954,531 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (99% discretionary).

**How have Kingsman Wealth Management Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Kingsman Wealth Management Inc.: Regulatory assets under management: $120,156,953 in the October 2024 data and $234,954,531 in the October 2026 data, up 96%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kingsman Wealth Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (163); high net worth individuals (53).

**Which custodians does Kingsman Wealth Management Inc. use?**
Kingsman Wealth Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Kingsman Wealth Management Inc. 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/319238

**Does Kingsman Wealth Management Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "Our services are generally designed for high-net-worth clients and our minimum account size for asset management services is $1 million, although we may waive the minimum at our discretion."

**What changed in Kingsman Wealth Management Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $195,590,475 to $234,954,531 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Kingsman Wealth is compensated for providing asset management services by charging a negotiable fee based on the total assets under management, including cash balances.

> Asset Management Fee Schedule All Assets Up to 2.00%

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Our services are generally designed for high-net-worth clients and our minimum account size for asset management services is $1 million, although we may waive the minimum at our discretion.

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 & Co., Inc. (affiliated with the firm)

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: $234,954,531
- Discretionary: $232,056,595
- Non-discretionary: $2,897,936

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 163 | $44,233,092 |
| High net worth individuals | 53 | $187,395,155 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,897,936 |
| Insurance companies | Fewer than 5 | $428,348 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chattanooga, TN

### Websites listed on Form ADV (Item 1.I)
- [kingsmanwealth.com](https://kingsmanwealth.com)
- LinkedIn @kingsman-wealth-management-fiduciary

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $120,156,953 | 3 | April 29, 2024 |
| October 2025 | $195,590,475 | 3 | July 28, 2025 |
| October 2026 | $234,954,531 | 3 | March 6, 2026 |

Regulatory assets under management: $120,156,953 in the October 2024 data and $234,954,531 in the October 2026 data, up 96%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $195,590,475 to $234,954,531 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kingsman Wealth Management Inc. (CRD 319238): Form ADV filing data as of October 2026.