DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
K••••••• W••••• M••••••••• I•••
Latest filing Mar 6, 2026
First filing on the tape Jan 22, 2024 · 9 filings
SEC status approved since Feb 21, 2024
RAUM
$235M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$232M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$117M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$235M as of Mar 6, 2026
Mar 20, 2025$196M then
HNW client RAUM$187M as of Mar 6, 2026
Mar 20, 2025$147M then
State-registered IARs (5.B.3)2 as of Mar 6, 2026
Mar 20, 20252 then
Employees (5.A)3 as of Mar 6, 2026
Mar 20, 20253 then
Private funds: no history
RAUM +20% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Mar 6, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $117MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 108derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $1.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 1.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$187M80%
- Individuals$44.2M19%
- Pension and profit-sharing plans$2.9M1.2%
- Insurance companies$428,3480.2%
- Individual clients
- 163reported
- HNW clients
- 53reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 219reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| K•••• I•••• K••••••• | Pensacola, Fl | Jun 10, 2022 | 13 y | 2 |
| J••• F•••••••• C••••••• | Pensacola, Fl | Jan 4, 2023 | 39 y | 4 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••• F•••••••• C••••••• from T• A••••••• L•••Jan 4, 2023 · RIA to RIA
- K•••• I•••• K••••••• from R•• D••• W••••• M••••••••• L••Jun 10, 2022 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K•••••••• K••••• I•••• · Cco And Presidentcontrolsince 03/2022 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Pensacola, Fl · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Ooltewah, TN1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 6, 2026financial planning (Item 5.G.1): no on the filing of 2025-07-28, yes on the filing of 2026-03-06peers: independent wealth managers, $100M to $500M (5,676)
- business activity changedChange between filings · filing Mar 6, 2026pension consulting (Item 5.G.6): no on the filing of 2025-07-28, yes on the filing of 2026-03-06peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 191 to 219Jul 28, 2025 to Mar 6, 2026
- Advisory activities · 2 to 4Jul 28, 2025 to Mar 6, 2026
- HNW clients · 41 to 53Jul 28, 2025 to Mar 6, 2026
- Individual clients · 148 to 163Jul 28, 2025 to Mar 6, 2026
- Financial planning clients · 0 to 101-250Jul 28, 2025 to Mar 6, 2026
- Discretionary RAUM · $193M to $232MJul 28, 2025 to Mar 6, 2026
- HNW RAUM · $147M to $187MJul 28, 2025 to Mar 6, 2026
- Individual RAUM · $46.0M to $44.2MJul 28, 2025 to Mar 6, 2026
- Non-discretionary RAUM · $3.0M to $2.9MJul 28, 2025 to Mar 6, 2026
- Pension RAUM · $2.6M to $2.9MJul 28, 2025 to Mar 6, 2026
- RAUM · $196M to $235MJul 28, 2025 to Mar 6, 2026
- Business name · K••••••• W••••• M••••••••• to K••••••• W••••• M••••••••• I•••Mar 20, 2025 to Jul 28, 2025
- Financial planning clients · 0 to 0Mar 20, 2025 to Jul 28, 2025
- Legal name · K••••••• W••••• M••••••••• to K••••••• W••••• M••••••••• I•••Mar 20, 2025 to Jul 28, 2025
- Advisory activities · 3 to 2Apr 29, 2024 to Mar 20, 2025
- Accounts · 378 to 191Apr 29, 2024 to Mar 20, 2025
- Charity clients · 1.0 to unsetApr 29, 2024 to Mar 20, 2025
- Corporate clients · 2.0 to unsetApr 29, 2024 to Mar 20, 2025
- HNW clients · 28 to 41Apr 29, 2024 to Mar 20, 2025
- Individual clients · 130 to 148Apr 29, 2024 to Mar 20, 2025
- Discretionary RAUM · $120M to $193MApr 29, 2024 to Mar 20, 2025
- HNW RAUM · $82.3M to $147MApr 29, 2024 to Mar 20, 2025
- Individual RAUM · $27.5M to $46.0MApr 29, 2024 to Mar 20, 2025
- Non-discretionary RAUM · $0 to $3.0MApr 29, 2024 to Mar 20, 2025
- Pension RAUM · unset to 2612266.0Apr 29, 2024 to Mar 20, 2025
- RAUM · $120M to $196MApr 29, 2024 to Mar 20, 2025
- Employees · 2 to 3Mar 12, 2024 to Apr 29, 2024
- Custody of client assets · true to falseFeb 22, 2024 to Mar 12, 2024
- Legal name · K••••••• W••••• M••••••••• LLC to K••••••• W••••• M•••••••••Feb 21, 2024 to Feb 21, 2024
Signals
1 dated events
- K••••••• W••••• M••••••••• filed its initial SEC registration (Form ADV)Jan 22, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- cameron@kingsmanwealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 850-565-3780reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- kingsmanwealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 850-565-3780reportedpublic record, Form ADV, Mar 6, 2026
- Team page
- kingsmanwealth.com/our-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $117Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026