Kingdom Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Peoria, AZ. Its latest Form ADV filing, dated March 27, 2026, reports $521M in regulatory assets under management, 51 employees, 2 offices, and 3,554 accounts.
Top client segmentIndividuals represent 94.6% of total clients.
Top client categories% of clientsClients
1
Individuals
94.6%
1,713
2
HNWI
4.0%
72
3
Pension Plans
1.1%
20
4
Corporations
0.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$521Mas of March 27, 2026
Discretionary100.0%
$521M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$521M
Total Accounts3,554
10Y AUM Change+$421M (+420.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees51
Clients per Employee35:1
10Y Employee Change+49 (+2450.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.