Bellefontaine, OH Office

Kingsview Wealth Management is an SEC‑registered, multi‑advisor wealth management firm that serves individuals (including high‑net‑worth clients), retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. It provides financial planning, ongoing wealth management through Investment Adviser Representatives, and asset management via an internal portfolio group (Kingsview Investment Management) delivered through models, separately managed accounts and registered investment products.

Advisory services are offered on both discretionary and non‑discretionary bases, blending in‑house KIM strategies with third‑party managers and access to alternative investments through platform partnerships. Portfolios may include equities, fixed income, ETFs, options and other instruments, and the firm also licenses model portfolios to other advisers and provides participant account and ERISA 3(21)/3(38) retirement plan advisory services.

Distinctive features noted in the firm’s brochure include its role as investment adviser and sponsor to affiliated exchange‑traded funds (the Monarch ETFs) and its management of investment‑company assets, as well as personnel who are registered representatives of broker‑dealers (Foreside and The Leaders) and who engage in wholesaling and servicing activities for those products — arrangements the firm discloses as potential conflicts of interest. The firm also highlights that it serves state and municipal clients and that its parent company underwent a change in control in 2026 with the Lewis Family Trust and FTV Capital affiliates acquiring a controlling interest.