Kingsman Wealth Management Inc

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Kingsman Wealth Management Inc
CRD #319238
SEC #801-129544
CIK #0002066184
AUM 235.0 M (2026-03-06)
Employees 3 (67% Investors, 0% Brokers)
Fees
Minimum
Phone850-565-3780
Address320 W Goverment Street
Pensacola, FL 32502
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002010201520212027
Fees and Compensation — Form ADV Part 2A (3/4/2026) [Brochure]
ITEM	5	   Fees	and	Compensation
                  ANNUAL	FEES	FOR	ADVISORY	SERVICES

                  Kingsman	Wealth	is	compensated	for	providing	asset	management	services	by	charging	a	negotiable
                  fee	based	on	the	total	assets	under	management,	including	cash	balances.	The	fees	and	billing	will	be
                  pre-determined	in	writing	in	the	Investment	Advisory	Agreement	executed	by	you	and	Kingsman
                  Wealth.
                  The	below	ranges	are	the	standard	fee	ranges	that	are	typically	charged.

                                                       Asset	Management	Fee	Schedule
                                                   All	Assets	                        Up	to	2.00%

                  FEE	BILLING	&	PAYMENT

                  Our	asset	management	fees	are	billed	quarterly	and	payable	in	advance	or	arrears,	as	agreed	to	with
                  the	client.	Payments	that	are	billed	in	advance	are	due	on	the	first	day	of	the	calendar	quarter	and	are
                  based	on	the	account’s	asset	value	as	of	the	first	business	day	of	the	calendar	quarter,	multiplied	by
                  the	 applicable	 annual	 rate	 and	 divided	 by	 four	 (4).	 The	 fee	 for	 the	 current	 quarter	 is	 billed	 and
                  payable	within	ten	(10)	days	after	the	beginning	of	the	 quarter.

                  Payments	that	are	billed	in	arrears	are	due	on	the	first	day	of	the	calendar	quarter	and	are	based	on
                  the	account’s	asset	value	as	of	the	last	business	day	of	the	prior	calendar	quarter,	multiplied	by	the
                  applicable	annual	rate	and	divided	by	four	(4).	The	fee	for	the	prior	quarter	is	billed	and	payable
                  within	ten	(10)	days	after	the	end	of	the	prior	quarter.

                  The	 investment	 advisory	 agreement	 provides	 us	 with	 written	 authorization	 to	 deduct	 our	 asset
                  management	fee	from	your	custodial	account.		The	fee	may	include	assets	managed	by	us	but	not	held	by
                  the	custodian	(i.e.,	variable	annuities,	mutual	funds,	401(k)s).	The	custodian	will	deliver	an	account
                  statement	to	you	at	least	quarterly,	showing	all	deposits	and	disbursements,	including	the	amount
                  deducted	 for	 our	 fees	 from	 your	 account.	 We	 urge	 you	 to	 review	 all	 statements	 for	 accuracy	 and
                  promptly	inform	us	of	any	errors	or	discrepancies.

                  You	are	responsible	for	all	third-party	fees	(i.e.,	custodian	fees,	mutual	fund	fees,	transaction	fees,
                  etc.).	 These	 fees	 are	 separate	 and	 distinct	 from	 the	 asset	 management	 fees	 charged	 by	 Kingsman
                  Wealth.	See	Other	Expenses	Fees	and	Fees	below.

                  TERMINATION	OF	AGREEMENT

                  Either	 party	 may	 terminate	 the	 agreement	 by	 providing	 30-day	 advance	 written	 notice.	 Upon
                  termination,	any	prepaid,	unearned	fees	will	be	promptly	refunded,	and	any	earned,	unpaid	fees	will
                  be	due	and	payable	up	to	and	including	the	effective	date	of	termination.

         Notwithstanding	the	above,	if	we	do	not	deliver	this	Form	ADV	disclosure	statement	to	you	at	least
         48	hours	prior	to	you	entering	into	any	written	or	oral	advisory	contract	with	us,	then	you	have	the
         right	to	terminate	the	contract	without	penalty	within	five	(5)	business	days	after	entering	into	the
         contract.

         OTHER	EXPENSES	AND	FEES

         The	fees	discussed	above	include	payment	solely	for	the	investment	advisory	services	provided	by	us
         and	are	separate	from	certain	fees	or	charges	that	are	imposed	by	your	custodian,	broker-dealer,	or
         other	third	parties	in	connection	with	investments	made	on	your	behalf	for	your	account.	Third-party
         fees	 may	 include	 markdowns,	 markups,	 brokerage	 commissions,	 other	 transaction	 costs,	 and/or
         custodial	fees.	,	odd-lot	differentials,	transfer	taxes,	wire	transfer	and	electronic	funds	fees,	and	other
         fees	and	taxes	on	brokerage	account	and	securities	transactions

         When	 appropriate,	 Kingsman	 Wealth	 may	 recommend	 using	 margin.	 This	 also	 results	 in	 clients
         having	 to	 pay	 interest	 charges	 in	 addition	 to	 all	 other	 fees	 and	 expenses	 associated	 with	 the
         management	of	their	accounts.	Additionally,	although	account	statements	for	margined	accounts	may
         reflect	a	negative	amount,	our	advisory	fee	is	based	on	the	account’s	absolute	market	value.	This	poses
         a	 conflict	 of	 interest	 because	 Kingsman	 Wealth	 benefits	 by	 receiving	 a	 higher	 fee	 based	 on	 the
         account’s	absolute	market	value
         In	addition	to	Kingsman	Wealth’s	advisory	fee,	each	mutual	fund	or	ETF	in	which	a	client's
         assets	 may	 be	 invested	 also	 charges	 its	 own	 management	 fees	 and	 other	 expenses.	 The
         specific	fees	and	expenses	are	described	in	the	respective	fund’s	prospectus.		These	 fees	 and
         expenses	 will	 be	 used	 to	pay	management	fees	for	the	funds,	other	fund	expenses,	account
         administration,	and,	if	applicable,	distribution	 fees.
         Mutual	fund	companies	generally	offer	multiple	share	classes	of	the	same	fund.	Share	classes
         are	described	in	the	mutual	fund's	prospectus.	Each	share	class	charges	different	fees	and
         expenses.	Depending	on	the	share	class	selected,	fees	and	internal	expenses	charges	may	be
         higher	 or	 lower.	 Certain	 funds	 do	 not	 charge	 a	 transaction	 fee	 but	 have	 higher	 internal
         expenses.	 Selecting	 funds	 that	 charge	 higher	 fees	 and	 expenses	 may	 adversely	 impact	 an
         account’s	 long-term	 performance.	 Kingsman	 Wealth’s	 policy	 is	 to	 recommend	 that	 clients
         invest	 in	 the	 lowest	 cost	 share	 class	 available	 based	 on	 the	 client’s	 individual	 situation.
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/4/2026) [Brochure]
ITEM	7	   Types	of	Clients
              We	provide	our	investment	advisory	services	to:

                 • Individuals
                 • High	Net	Worth	Individuals
                 • Estates	or	charitable	organizations
                 • Corporations
                 • Other	business	entities
              Our	services	are	generally	designed	for	high-net-worth	clients	and	our	minimum	account	size	for	asset
              management	services	is	$1	million,	although	we	may	waive	the	minimum	at	our	discretion.
Sector Form 13F Holdings Value ($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 ($M)
190152114763802023202420252027
AUM Breakdown Accounts AUM ($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
ServesInstitutional, Retail
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