Kinghorn Law | Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
153
Advisors
3
of 22 employees
About
Kinghorn Law serves individuals, high‑net‑worth individuals, and corporate clients by providing investment advisory services primarily through referrals to a single third‑party discretionary manager. The firm also operates as a law practice, offers educational seminars and workshops to clients and the public, and a principal is a licensed insurance agent who may offer insurance products.
The firm does not directly manage client portfolios, accept custody, or exercise discretionary trading authority; instead it gathers client information, performs due diligence, and recommends a third‑party manager whose portfolios use modern portfolio theory, Fama/French‑informed asset allocation, and periodic rebalancing. Kinghorn Law monitors the ongoing performance of the third‑party manager, reviews custodial statements, and schedules periodic client review meetings.
Noteworthy aspects compared with peers are its dual status as a law firm and registered investment adviser and the principal’s ability to provide legal services and commissionable insurance products—relationships the brochure identifies as potential conflicts of interest and that are disclosed to clients. The firm’s operational model—relying on a single third‑party manager, running educational workshops, and not directly managing or holding client assets—differs from many supported firms that manage accounts internally.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.60%
Main office
3573 East Sunrise Drive, Suite 209
Tucson AZ 85718
Advisors at this office
3
Most active in
Arizona · Texas · Utah
Also doing business as
Kinghorn Financial, LLC · Kinghorn Heritage Financial Group, LLC · Kinghorn Law Financial · Kinghorn Law | Financial · Kinghorn Law, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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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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
Advisors at this firm
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