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Kingdom Financial Group, LLC

● SEC registered since 2018CRD 155676SEC# 801-113161Peoria, AZ
Export (members)
Reg. AUM
$520.9M
Employees
51
Accounts
3,554
Location
Peoria, AZ

Kingdom Financial Group, LLC assets under management

Kingdom Financial Group, LLC is an SEC-registered investment adviser based in Peoria, AZ. The firm has been registered since 2018. It reports $520.9 million in regulatory assets under management and employs 51 people.

Kingdom Financial Group, LLC owners & executives

8 reported
NameTitleOwnershipSince
Dustin MezaChief Compliance OfficerUnder 5%2025
Fullerton Financial Holdings, LLCOwnerOver 75%2023
Joshua Paul Becker ControlChief Operating OfficerUnder 5%2023
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Frequently asked questions

How much does Kingdom Financial Group, LLC manage?

Kingdom Financial Group, LLC reports $520.9 million in regulatory assets under management on its Form ADV.

How many employees does Kingdom Financial Group, LLC have?

Kingdom Financial Group, LLC reports 51 employees.

Where is Kingdom Financial Group, LLC located?

Kingdom Financial Group, LLC is based in Peoria, AZ and has been SEC-registered since 2018.

Does Kingdom Financial Group, LLC disclose fund performance?

Kingdom Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14155 N. 83 Ave #144, Peoria, AZ 85381
Phone623-974-0300
Fax623-974-0330
Office hours8:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Regulatory AUM

$520.9M▲ 77%
Jan '25 — $295MFeb '25 — $295MMar '25 — $340.6MApr '25 — $340.6MMay '25 — $340.6MJun '25 — $340.6MJul '25 — $340.6MAug '25 — $340.6MSep '25 — $340.6MOct '25 — $340.6MNov '25 — $340.6MDec '25 — $340.6MJan '26 — $340.6MFeb '26 — $340.6MMar '26 — $520.9MApr '26 — $520.9MMay '26 — $520.9MJun '26 — $520.9M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$520.9Mregulatory AUM
Discretionary $520.9M