Fee-only adviser · Camarillo, CA
Kingsgrove Management, LLC
Kingsgrove Management, LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in Camarillo, California. On its latest Form ADV, filed March 30, 2026, it reports $6.1M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 285918 |
| Office | 1200 Paseo Camarillo, #150 Camarillo, CA 93010 |
| Phone | (310) 746-7110 |
| Website | Not listed |
| Regulatory assets under management | $6.1M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Camarillo
- Summit Wealth Management Group, Inc. $250M
- Brightpath Wealth Planning, LLC $206M
- Janis Financial, LLC $27M
- Carty Financial, Inc. $40M
- Advantage Financial Consultants $5.2M
- Barry F.t. Bolker Not reported
See all 8 fee-only advisers in Camarillo →
Nearby
- Newbury Park 1 firm
- Thousand Oaks Drive 1 firm
- Thousand Oaks 13 firms
- Moorpark 1 firm
- Westlake Village 26 firms
- Ventura 5 firms
- Malibu 1 firm
- Agoura Hills 2 firms
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