Kingsman Wealth Management

Kingsman Wealth Management Inc. is a registered investment advisory firm established in March 2022 and located in Pensacola, FL. The firm is owned and controlled by Katie Kingsman, who serves as the Chief Compliance Officer. Kingsman Wealth offers asset management services, financial planning, and consulting services covering various investment opportunities such as stocks, bonds, mutual funds, and more. The firm tailors its services based on individual client financial situations and may impose reasonable restrictions on investments. Kingsman Wealth also provides pension consulting services and recommendations for retirement accounts, including rollover options. The firm manages over $195 million in assets under management, with fees based on a negotiable percentage of total assets. Clients are required to have a minimum account size of $1 million for asset management services, although this minimum may be waived at the firm's discretion. Kingsman Wealth utilizes various methods of analysis, including charting, fundamental analysis, and technical analysis, to formulate investment strategies. The firm emphasizes long-term strategies and discloses potential risks associated with investing, such as financial, market, and political risks. Clients are encouraged to review periodic reports and are responsible for voting proxies for securities held in their accounts. Kingsman Wealth does not engage in principal trades or offer wrap fee programs.