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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) |
| Fees | |
| Minimum | |
| Phone | 623-974-0300 |
| Address | 14155 N 83 Ave 144 Peoria, AZ 85381 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure] |
|---|
Item 7 – Types of Clients
We generally provide investment advice to the following types of clients.
o Individuals including high net worth individuals
Minimum Investment Amounts Required
If you contract for financial planning and/or consulting services without also contracting for investment
management services, you are charged a fee. For financial plans, there is a minimum fee of $250. For
consulting, there is a minimum 2-hour charge at the quoted rate.
We also require clients to have a minimum of $25,000 to establish an investment management services
account. However, we may grant an exception to this minimum, considering your specific needs, our
current relationship with you and anticipated future services or accounts. |
| Sector | Form 13F Holdings | Value ($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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