Kingsbarn Capital Management
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Learn more about Kingsbarn Capital Management
Overview
Kingsbarn Capital Management operates as an advisory firm based in Phoenix, Arizona. Kingsbarn Capital Management handles $1.8 million in assets under management over two customer accounts. It has a small group, including 4 financial advisors. Kingsbarn Capital Management does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable financial investments like options, stocks and bonds.
Kingsbarn Capital Management oversees all of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by an investment advisor without requiring the customer's consent. The firm supervises roughly $915,500 for each customer account. An average advisor at Kingsbarn Capital Management manages fewer than one client account, making it one of the most personalized firms in the country.
The firm's main office is located at 4455 E Camelback Road, Phoenix, Arizona 85018. The firm is legally registered to provide services to customers across a few states, including Arizona and Nevada.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kingsbarn Capital Management by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1.8 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$915.5 thousand
Fee Structure
Financial advisory fees are based on which services the firm provides the client. Fee types billed by the firm can include any combination of the following fee structures: asset-based or performance-based. Kingsbarn Capital Management does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to investment companies and pooled investment vehicles. Out of its two accounts, Kingsbarn Capital Management's biggest client is pooled investment vehicles. None of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kingsbarn Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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