# Kingsley Financial

Kingsley Financial is a Bank / Wealth / Trust based in Mount Pleasant, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mount Pleasant, United States
- **Region:** North America
- **Address:** Mount Pleasant, SC, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** maximizeyourmoney.com
- **LinkedIn:** https://www.linkedin.com/company/kingsley-financial

## Regulatory record

- **CRD number:** 329133
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329133

## About

Founded in 2015 and headquartered in Mount Pleasant, South Carolina, Kingsley Financial operates as a registered investment advisor serving high-net-worth individuals and corporate clients. The firm's public footprint is limited to its core service descriptions: financial planning and investment management delivered without advertised fund structures, co-investment programs, or institutional separate accounts. Its website domain, maximizeyourmoney. Strategy details are not publicly disclosed. No asset-class mix, stage coverage, or named portfolio positions have been published by the firm or verified through regulatory filings. Geographic focus is wholly domestic, centered on South Carolina with no announced regional expansion. Scale metrics remain opaque. The firm does not publish AUM, deployment figures, or team-headcount data. No adjacent vehicles — philanthropic foundations, real-asset arms, or operating businesses — are associated with Kingsley Financial in the public record. No material operational announcements have been identified in the last 24 months. Kingsley Financial's structural distinction is its quiet persistence as a small, privately owned RIA in a market increasingly dominated by consolidators and private-equity-backed platforms. The firm maintains no LinkedIn presence, no published thought leadership, and no outward-facing institutional identity — an architecture that privileges client confidentiality and low operating visibility over growth signaling.

## Questions

### What services does Kingsley Financial offer?

Kingsley Financial describes its core offerings as financial planning and investment management services. The firm serves high-net-worth individuals and corporate clients. No further detail on wealth-management verticals, tax planning, or estate services has been publicly disclosed.

### Has Kingsley Financial disclosed its assets under management?

No. Kingsley Financial has not published an AUM figure through its website, regulatory filings, or public statements. The firm operates below the institutional scale where public AUM reporting is customary.

### Who runs Kingsley Financial?

Named principals have not been identified through public record. The firm has not published an executive team page or individual-advisor profiles on its website, nor does it maintain a LinkedIn company page listing leadership.

## Related profiles

- [Kings Path Partners](https://altss.com/profile/kings-path-partners)
- [Kingsview Wealth Management](https://altss.com/profile/kingsview-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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