Ooltewah, TN Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Kingsman Wealth Management Inc.
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Firm-wide stats for Kingsman Wealth Management Inc.
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.
Based on Kingsman Wealth Management Inc.
Expertise
Based on Kingsman Wealth Management Inc.
Location
Ooltewah TN
Advisors at this office
1
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