Kingsman Wealth Management Inc.

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Client assets under management

$231,628,247

Clients

216

25% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

108

Very High

Average account size

$1,072,353

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

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Private / alternative investments

Fee options

Percentage

Up to 2.00% annually

Other

Account minimum: $1 million

Main office location

Kingsman Wealth Management Inc.

320 W Goverment Street

Pensacola FL 32502, United States

Number of offices

Most active in

Alabama · Florida · Georgia · Louisiana · Tennessee · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 850-565-3780

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.

Active portfolio management Private / alternative investments

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.

Active portfolio management Private / alternative investments

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