SourcingSourcing

KINGSBARN CAPITAL MANAGEMENT, LLC

C37
CRD 316562·SEC 801-122509·LAS VEGAS, NV
AUM
$5.5M
<$25M
Est. Revenue
$55K
@ 1% on AUM
Est. EBITDA
$17K
@ 30% margin
Est. Deal Value
$133K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KINGSBARN CAPITAL MANAGEMENT, LLC
CRD
316562
SEC file #
801-122509
EIN
—
DBA names
Kingsbarn Capital Management

Economics

AUM
$5.5M
AUM band
<$25M
AUM trajectory
'22'26
$1.8M → $5.5M▲ +202%
Client mix
Investment Companies2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
4 advisors → 2 advisors▼ -50%
Primary office
LAS VEGAS NV
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
kingsbarncapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PORI, JEFF, ALLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
PORI, JEFF, ALLEN
FOWLER, JAMES, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KINGSBARNCAPITAL.COM
Rdap Domain Creation Date
2012-11-08T02:14:37Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3601
Soi Zip Pct 200k Plus
0.138
Soi Zip Returns 200k Plus
1820
Soi Zip Total AGI
2,853,733
Fdic Zip Total Deposits
91,448,936,000
Fdic Zip Branch Count
315
Fdic Zip Top Banks
Beal Bank USA
Beal Bank Usa

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of Nevada, National AssociationLas Vegas, NV
Sun State BankLas Vegas, NV
Fdic Zip HHI
2717.15
Fdic Zip Top Bank Share Pct
48.36
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-01T11:59:59Z
Rdap Domain Last Changed
2026-02-20T18:09:43Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI33,538
Returns2,840
Stub 2
AGI79,848
Returns2,150
Stub 3
AGI116,260
Returns1,870
Soi Zip Total Business Income
49,645
Soi Zip Total Cap Gains
814,954
Soi Zip Total Dividends
162,838
Soi Zip Total Returns
13,190
Top Owner CRD
7433521
Trust Company Affiliate
No

People (3)

3
PORI, JEFF, ALLEN
Direct Owner · 87.5%
7433521
FOWLER, JAMES, JOSEPH
Executive Officer · 2.5%
1782003
CHRISTOPHER, KELLY, MELISSA
Executive Officer · 2.5%
6000499