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| Kingsman Wealth Management Inc
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|---|---|
| CRD # | 319238 |
| SEC # | 801-129544 |
| CIK # | 0002066184 |
| AUM | 235.0 M (2026-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 850-565-3780 |
| Address | 320 W Goverment Street Pensacola, FL 32502 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 27.0 | ||
| Amazon Com Inc | 13.2 | ||
| General Electric Co | 11.7 | ||
| Facebook Inc | 10.1 | ||
| Apple Inc | 9.0 | ||
| Alcoa Inc | 8.6 | ||
| Wal Mart Stores Inc | 8.5 | ||
| United Technologies Corp /DE/ | 7.9 | ||
| Palantir Technologies Inc | 7.7 | ||
| Goldman Sachs Group Inc | 6.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 44.2 |
| (b) Individuals (high net worth individuals) | 53 | 187.4 |
| (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 | 0 | 2.9 |
| (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 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 219 | 235.0 |
| By Discretionary | ||
| Discretionary | 217 | 232.1 |
| Non-Discretionary | 2 | 2.9 |
| Total | 219 | 235.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.0 | |
| Total | 219 | 235.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002066184] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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