Kingsman Wealth Management Inc. is an SEC registered investment adviser with a primary office location in Pensacola, FL. Its latest Form ADV filing, dated March 6, 2026, reports $235M in regulatory assets under management, 3 employees, 1 office, and 219 accounts.
Assets Under Management
$235M
Employees
3
Offices
1 office
Total Clients
216
Primary office
PENSACOLA, FL
320 W GOVERMENT STREET, PENSACOLA, FL, United States
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
163
2
HNWI
24.5%
53
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of March 6, 2026
Discretionary98.8%
$232M
99% of total RAUM98.8%
Non-discretionary1.2%
$3M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$235M
Total Accounts219
10Y AUM Change+$115M (+95.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee72:1
10Y Employee Change+1 (+50.0%)
* 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.