Kingsman Wealth Management Inc.

Overview

Kingsman Wealth Management Inc. is an SEC registered investment adviser based in Pensacola, FL, registered since 2022. It reports $235M in assets under management across 219 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$235M

Discretionary

99%

Accounts

219

Average account

$1.1M

Employees

3

Advisory reps

2

Registered since

2022

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Katie Ilene Kingsman President, Chief Compliance Officer CRD 6137013

Advisory reps 2 of 2

• John Frederick Cosgrove Investment Adviser Rep CRD 1659111
• Katie Ilene Kingsman Investment Adviser Rep CRD 6137013

Location

Headquarters

320 W Government St
Pensacola, FL 32502

County

Escambia

Metro area

Pensacola-Ferry Pass-Brent, FL

Region

South

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: kingsmanwealth.com

Every state, with registration dates

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