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KINGDOM FINANCIAL GROUP, LLC
CRD 155676File 801-113161
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$520.9M
Above cohort median (national)
Discretionary AUM
$520.9M
Clients
1,810
3,554 accounts
Employees
51
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 2, 2018
- Principal office
- 14155 N. 83 AVE #144, PEORIA, AZ, 85381
- Phone
- 623-974-0300
- Website
- https://www.fullertonfp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $520.9M
- Discretionary AUM
- $520.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,554
- Non-discretionary accounts
- 0
- Total accounts
- 3,554
- AUM per client
- $288K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $1.4M |
| High net worth individuals | 72 | $122.2M |
| Pension and profit sharing plans | 20 | $6.5M |
| Individuals (other than high net worth individuals) | 1,713 | $390.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 40 | 51 | increased by11 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 1,549 | 1,810 | increased by261 |
| Apr 1, 2026 | AUM | $340,595,756 | $520,913,856 | increased by$180,318,100 |
| Apr 1, 2026 | Accounts | 2,954 | 3,554 | increased by600 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 40 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,204 | 1,549 | increased by345 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $271,176,401 | $340,595,756 | increased by$69,419,355 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,665 | 2,954 | decreased by711 |
| Apr 1, 2022 | Clients | 1,051 | 1,204 | increased by153 |
| Apr 1, 2022 | AUM | $204,121,660 | $271,176,401 | increased by$67,054,741 |
| Apr 1, 2022 | Accounts | 1,051 | 3,665 | increased by2,614 |
| Mar 1, 2022 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KINGDOM FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KINGDOM FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.