KINGDOM FINANCIAL GROUP, LLC

C17
CRD 155676·SEC 801-113161·PEORIA, AZ
AUM
$520.9M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KINGDOM FINANCIAL GROUP, LLC
CRD
155676
SEC file #
801-113161
EIN
273799369
DBA names

Economics

AUM
$520.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$107.1M → $520.9M▲ +387%
Client mix
Individuals Other1,713
Individuals High Net Worth72
Pension Profit Sharing Plans20
Corporations5

Operations

Employees (total)
51
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
5 advisors → 17 advisors▲ +240%
Primary office
PEORIA AZ
Branches

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at

Compliance

Disclosures (firm)
2
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FULLERTON FINANCIAL HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
FULLERTON FINANCIAL HOLDINGS, LLC
FULLERTON, STEPHANIE, ELAINE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001962236
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2023-07-31
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001962236-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
18
Bc Firm IAR Count
18
Custodian Candidates
Full
Fidelity4
E*trade4
Lpl Financial3
Edgar Addresses
Mailing
14155 N 83RD AVE SUITE 144PEORIA, AZ 85022
Business
14155 N 83RD AVE SUITE 144PEORIA, AZ 85022
Edgar EIN
273799369
Edgar Recent Filings
13F-HR2026-05-13 · 0001962236-26-000003
13F-HR2026-02-06 · 0001962236-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No