Kingsman Wealth Management, Inc.
Kingsman Wealth Management, Inc. is a registered investment adviser headquartered in Pensacola, Florida. The firm was incorporated in Florida and is primarily focused on providing investment management and advisory services for individuals, families, and potentially small institutions. The company has a small and nimble team, aligning with boutique wealth management practices. As of 2024, it holds SEC registration status.
Investment Strategy
Kingsman Wealth Management specializes in crafting personalized investment portfolios for clients based on their specific financial goals and risk tolerance. The firm generally follows a long-term, diversified investment approach, utilizing a mix of equities, fixed income, and other securities, and may employ both active and passive management based on client needs. The strategy emphasizes risk management and prudent asset allocation.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 16.87% | $30.3M | 162,483 | $109.14 | $186.58 | +$4.9M |
M META | META PLATFORMS INC | 9.43% | $16.9M | 23,076 | $579.22 | $734.38 | -$772.1K |
A AMZN | AMAZON COM INC | 8.35% | $15.0M | 68,291 | $192.05 | $219.57 | +$485.1K |
G GE | GE AEROSPACE | 6.67% | $12.0M | 39,847 | $201.63 | $300.82 | +$1.9M |
P PLTR | PALANTIR TECHNOLOGIES INC | 5.96% | $10.7M | 58,674 | $109.89 | $182.42 | +$3.4M |