Kingsman Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kingsman Wealth Management Inc. provides discretionary asset management and financial planning to individuals, high-net-worth clients, estates, corporations, and other business entities. In addition to ongoing portfolio management, the firm offers comprehensive planning services and pension consulting to employee benefit plans, including participant education and plan-level advice.
The firm’s investment approach blends fundamental analysis, technical charting, and modern portfolio theory to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, REITs, options, and alternative investments. Accounts are generally managed on a discretionary basis and the firm documents recommendations in written financial plans while periodically reviewing portfolios against objectives and risk tolerance.
Noteworthy for a firm of its size, Kingsman manages roughly $235 million in regulatory assets with two advisors, with the vast majority handled on a discretionary basis, and it provides pension consulting services and participant education that are less common among peers. The firm also recently updated disclosures regarding alternative investment risks, may recommend IRA rollovers (which it discloses as a potential conflict of interest), and typically uses institutional or advisor share classes and Schwab institutional services to access research and custody.
Client services
Expertise
Fee options
Up to 2.00% annually
Account minimum: $1 million
Main office
See office320 W Goverment Street
Pensacola FL 32502
Advisors at this office
1
Offices (2)
Most active in
Alabama · Florida · Georgia · Louisiana · Tennessee · Texas
Also doing business as
Kingsman Wealth Management · Kingsman Wealth Management Inc. · Kingsman Wealth Management 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.
Quick links
Advisors at this firm
John C
Series 63, Series 65
Ooltewah, TN
Kingsman Wealth Management Inc.
John Cosgrove is a financial advisor at Kingsman Wealth Management Inc. with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including T C Advisors LLC and Chief Advisors Corp. Outside of his advisory role, Cosgrove owns and operates The Leadership Workshop LLC, where he conducts leadership workshops and serves as a life coach. Kingsman Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, estates, corporations, and other business entities. The firm combines fundamental analysis, technical charting, and modern portfolio theory to create diversified portfolios and also offers pension consulting and participant education services.
Katie K
Series 66
Pensacola, FL
Kingsman Wealth Management Inc.
Katie Kingsman is a financial advisor with Kingsman Wealth Management Inc. in Pensacola, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at Edward Jones for nine years and Red Door Wealth Management for one year before joining Kingsman Wealth Management LLC. Kingsman Wealth Management Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, estates, corporations, and employee benefit plans. The firm combines fundamental analysis, technical charting, and modern portfolio theory to build diversified portfolios, while also offering pension consulting and participant education.
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