Fee-only adviser · Pensacola, FL
Kingsman Wealth Management Inc.
Kingsman Wealth Management Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Pensacola, Florida. On its latest Form ADV, filed March 6, 2026, it reports $235M in regulatory assets under management, 216 individual clients and 2 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 319238 · SEC file 801-129544 |
| Office | 320 W Goverment Street Pensacola, FL 32502 |
| Phone | (850) 565-3780 |
| Website | kingsmanwealth.com |
| Regulatory assets under management | $235M ($232M discretionary) |
| Individual clients | 163 non-high-net-worth, 53 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 6, 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.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- 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 Pensacola
- Armada Advisors $190M
- The Retirement Planners, USA, LLC $60M
- Saltmarsh Financial Advisors, LLC $357M
- Southeastern Financial Planning, LLC $4.0M
- VM. Group $1.7M
See all 6 fee-only advisers in Pensacola →
Nearby
- Pace 1 firm
- Navarre 1 firm
- Orange Beach 1 firm
- Robertsdale 1 firm
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