A complete list of active advisors currently associated with Kingdom Capital Management

Warmer can help you find a great advisor at Kingdom Capital Management or one who fits your needs even better.

Kingdom Capital Management primarily serves individual clients, with a stated focus on working‑class millennials seeking self‑reliant wealth building, and manages approximately $550,000 in discretionary assets for 11 clients. The firm offers a tiered advisory model through Charles Schwab that ranges from one‑time Entry services to set up Personal or Heirloom IRAs to a Middle subscription tier providing ongoing general advice via an exclusive Squarespace blog, and a Premium tier that adds discretionary portfolio management and one‑on‑one consultations. For Premium clients the firm manages portfolios on a discretionary basis at Schwab using stocks, ETFs, mutual funds and, when appropriate, futures and options, guided by cyclical, technical and quantitative analysis and an emphasis on long‑term, low‑turnover positioning. Delivery is hybrid: client interactions and consultations occur via Zoom, fee collection and subscriber content are handled through Squarespace/Stripe, and the firm also publishes public educational material on X. Distinctive features include the use of subscription pricing and an exclusive digital periodical for subscribers—an approach the brochure identifies as uncommon among independent advisors—and an Entry offering that promises a Heirloom IRA setup for a child with a five‑business‑day delivery or refund. The brochure emphasizes an intent to "democratize family office services" for working‑class millennials and notes that the firm does not vote client proxies, leaving voting and class‑action decisions to clients.

To learn more about the advisors currently working at Kingdom Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.