Kingdom Legacy Advisors Corporation
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 334847
· SEC file 801-132069
·
· KINGDOMLEGACYADV.COM
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ADV data as of Jan 09, 2026
- Regulatory AUM
- $197M
- Discretionary
- $197M
- Clients
- 223
- Avg AUM / client
- $881K
- Accounts
- 823
- Employees
- 5
AUM over time
$0
$197M
Dec 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Jan 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 154 | $64.3M | 32.7% |
| High net worth individuals | 69 | $132M | 67.3% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Andrew Lindberg | Registered representative | CFP CFA | Mar 2025 (1y) | |
| Barbara Jean Mahr | Registered representative | CFP | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/09/2026 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $142M (72% of AUM) Jan 2026
- Fidelity Investments $26.5M (13% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 09, 2026.
View current Form ADV (SEC/IAPD) ↗