Kingdom Legacy Advisors
SEC RegisteredEMPOWERING YOUR FUTURE & PRESERVING YOUR PAST
About the firm
Kingdom Legacy Advisors provides exceptional, independent guidance to shape a legacy that reflects clients' deepest values. Inspired by faith and family, the firm offers tailored strategies aimed at creating meaningful impact for generations to come. For over two decades, their mission has been to empower clients to achieve their unique and individual goals while preserving resources beyond their lifetime.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent financial guidance, personalized financial planning, tailored investment strategies, philanthropy support including a Holiday Giving Partnership that matches charitable contributions up to $100 per household.
Who they serve
Individuals and families who align with the firm's CORE client framework (Capacity, Outlook, Relationships, Engagement), typically with at least $1 million in investible assets, including self-made individuals committed to building lasting financial success and meaningful impact.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 154 | $64M |
| High Net Worth Individuals | 69 | $132M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $500,000 | 1.30% |
| $500,001 - $1,500,000 | 0.85% |
| $1,500,001 - $2,500,000 | 0.70% |
| $2,500,001 - $3,500,000 | 0.60% |
| $3,500,001 - $5,000,000 | 0.50% |
| $5,000,001 or more | 0.40% |
Data as of January 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kingdom Legacy Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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