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| Kingdom Financial Group LLC
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|---|---|
| CRD # | 155676 |
| SEC # | 801-113161 |
| CIK # | 0001962236 |
| AUM | 520.9 M (2026-03-27) |
| Employees | 51 (33% Investors, 0% Brokers) |
| Phone | 623-974-0300 |
| Address | 14155 N 83 Ave 144 Peoria, AZ 85381 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.6 | ||
| Broadcom Inc | 2.8 | ||
| SRH Total Return Fund Inc | 2.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.5 | ||
| Visa Inc | 2.2 | ||
| J P Morgan Chase & Co | 1.9 | ||
| United Technologies Corp /DE/ | 1.6 | ||
| General Electric Co | 1.3 | ||
| Coca Cola Co | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,713 | 390.7 |
| (b) Individuals (high net worth individuals) | 72 | 122.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 6.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,554 | 520.9 |
| By Discretionary | ||
| Discretionary | 3,554 | 520.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,554 | 520.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 520.9 | |
| Total | 3,554 | 520.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962236] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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