KINGSVIEW WEALTH MANAGEMENT, LLC

SEC Registered

Planning For a Better Future, Together.

GRANTS PASS, ORhttps://kingsview.com312-870-6701

Assets Under Management

$5B–$25B

Employees

285

Office Locations

26 offices

Total Accounts

31932

About the firm

Kingsview Partners helps you worry less about the future and live fully in the present. Using a three-step process of Discovery, Blueprint, and Implementation, a Kingsview professional delivers a flexible, personalized financial plan and adjusts it as life changes.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingState/Municipal

Areas of expertise

Financial PlanningInvestment ManagementRetirement PlanningEstate PlanningBusiness PlanningInsurance PlanningPrivate Client ServicesTax PlanningTrust AdministrationWealth Management

Services

Financial Planning, Investment Management, Business Planning, Insurance, Estate Planning, and Retirement Planning, including services such as CFP® professional guidance, goals analysis, budget and cashflow planning, equities, fixed income, ETFs, managed accounts, alternative investments, 401(k) and other retirement plans, life and disability insurance, long-term care insurance, trust administration, asset protection, and Social Security income planning.

Who they serve

New investors, pre-retirees, retirees, and private clients with complex investment and tax planning needs.

Client segment	Clients	Assets managed
Individuals (Non-HNW)	9,934	$5.5B
High Net Worth Individuals	2,209	$3.0B
Charitable Organizations	14	$9.0M
State/Municipal Entities	18	—

0 total clients reported on Form ADV.

Leadership

Sean Patrick Mcgillivray

CHIEF COMPLIANCE OFFICER

Kingsview Group Llc

OWNER

Joshua Lewis

MANAGING MEMBER

Joshua Lewis

MANAGING MEMBER

Office locations

26 offices in 16 states

GRANTS PASSHQ

CINCINNATI

SUWANEE

LINDENHURST

NEW YORK

PASADENA

NOBLESVILLE

MYRTLE BEACH

CHICAGO

SOQUEL

TOLEDO

HAMMONTON

SAN MARCOS

GREENSBORO

CHADDS FORD

CHARLESTON

PARIS

AMARILLO

PLANTATION

ALPHARETTA

MOUNTAIN VIEW

CASPER

WOODBURY

WILMINGTON

WACO

FORT WAYNE

Advisors at this firm

Showing 100 of 115

Asset tier	Annual rate
Wealth Management - First $250,000	1.50%
Wealth Management - Next $750,000	1.00%
Wealth Management - Over $1,000,000	0.75%
KIM CORE and Small Account - First $250,000	0.25%
KIM CORE and Small Account - Next $750,000	0.20%
KIM CORE and Small Account - Over $1,000,000	0.15%
KIM Select/Volume Factor/Tactical Core/Ambassador/Blue Chips/ProCap/Sector Alpha/Opportunity Income/Dividend Plus - First $250,000	0.60%
KIM Select/Volume Factor/Tactical Core/Ambassador/Blue Chips/ProCap/Sector Alpha/Opportunity Income/Dividend Plus - Next $750,000	0.50%
KIM Select/Volume Factor/Tactical Core/Ambassador/Blue Chips/ProCap/Sector Alpha/Opportunity Income/Dividend Plus - Over $1,000,000	0.40%