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| Happy Holidays!! thanks for using AUM13F!! |
| Kingsman Wealth Management Inc
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| CRD # | 319238 |
| SEC # | 801-129544 |
| CIK # | 0002066184 |
| AUM | $195.6 M (2025-07-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 850-565-3780 |
| Address | 320 W Goverment Street Pensacola, FL 32502 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002066184 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 25.4 | ||
| Facebook Inc | 17.7 | ||
| Amazon Com Inc | 14.5 | ||
| General Electric Co | 10.1 | ||
| Costco Wholesale Corp /NEW | 8.4 | ||
| Alcoa Inc | 7.5 | ||
| Palantir Technologies Inc | 7.3 | ||
| Microsoft Corp | 6.5 | ||
| Wal Mart Stores Inc | 5.7 | ||
| Apple Inc | 5.5 | ||
| Boston Scientific Corp | 3.6 | ||
| VISA Inc | 3.5 | ||
| Netflix Inc | 3.5 | ||
| Goldman Sachs Group Inc | 3.2 | ||
| Mastercard Inc | 2.7 | ||
| Uber Technologies Inc | 2.3 | ||
| CrowdStrike Holdings Inc | 1.7 | ||
| EQT Corp | 1.5 | ||
| Intuitive Surgical Inc | 1.5 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Lilly Eli & Co | 1.1 | ||
| Energy Transfer Equity LP | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| Broadcom Inc | 0.9 | ||
| Southern Co | 0.9 | ||
| AT&T Inc | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 46.0 |
| (b) Individuals (high net worth individuals) | 41 | 146.9 |
| (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 | 2.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 191 | 195.6 |
| By Discretionary | ||
| Discretionary | 188 | 192.6 |
| Non-Discretionary | 3 | 3.0 |
| Total | 191 | 195.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.6 | |
| Total | 191 | 195.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002066184] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bischoff Wealth Management Group LLC
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|
IN | 0.2 |
|
Schlindwein Associates LLC
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|
TX | 0.2 |
|
Prato Capital Management Inc
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NY | 0.2 |
|
Cooper Financial Services Inc
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CT | 0.2 |
|
Kelley Investments LLC
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|
0.2 | |
|
Draper Asset Management LLC
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NY | 0.2 |
|
Forbes Financial Planning Inc
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|
RI | 0.2 |
|
Barker Wealth Management LLC
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|
WA | 0.2 |
|
Griffith & Werner Inc
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|
GA | 0.2 |
|
AGP Franklin LLC
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|
TN | 0.2 |