Kingdom Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kingdom Financial is a small, fee-only registered investment adviser that serves individual and high-net-worth clients as well as corporations and other business clients. The firm offers discretionary investment management, ongoing and project-based financial planning, and provides educational seminars and speaking engagements for groups and organizations.
The firm’s investment process is informed by modern portfolio theory and uses a mix of passive and active vehicles across stocks, bonds, mutual funds, ETFs and cash, with attention to tax considerations and the option to incorporate socially conscious or values-based screens. Portfolios and plans are tailored to client goals and risk tolerance, with periodic reviews and the ability for clients to impose reasonable investment restrictions.
Noteworthy for a solo, recently formed independent adviser with modest assets under management and a very small client roster, Kingdom Financial also provides portfolio management for business/institutional clients and offers fee-based educational workshops — services that are less common among similar independent firms. The firm structures planning engagements both as ongoing relationships and as project-based engagements, and makes accommodations for values- or faith-informed investing when requested.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% Above $3,000,000+: 0.25%
Fee-only: Ongoing Financial Planning: $1,250 to $5,000 per quarter; Project-Based Financial Planning: $4,000 to $7,000 fixed fee
Main office
61191 Us 31 S
South Bend IN 46614
Advisors at this office
1
Most active in
Indiana
Also doing business as
Kingdom Financial · Kingdom Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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