Kingsview Wealth Management

Kingsview Wealth Management

Kingsview Wealth Management was founded in 2008 by CEO Sean McGillivray, building a registered investment advisory practice anchored in Grants Pass, Oregon. The firm emerged during the financial crisis, a period that shaped its conservative planning ethos, and serves a client base spanning individual retirees, small businesses, and local pension plans across the Pacific Northwest. The firm operates as a full-service wealth manager and also maintains a venture capital allocation, a structural detail that differentiates it from the typical Main Street advisory shop. Its core services include retirement planning, estate planning, and investment management. On the venture side, Kingsview participates in early-stage direct investments. One confirmed position, as reported in SEC filings, includes a stake in FinTeachable, an education-focused fintech platform. The firm's dual mandate — managing both traditional retirement assets and direct venture exposure — creates an unusual risk profile for an RIA of its size and geography. Kingsview is headquartered in Grants Pass and draws its team from the local professional community. While total assets under management are not publicly disclosed, the firm's regulatory footprint and office footprint suggest a lean operation with fewer than 20 professionals. In November 2019, Kingsview expanded its geographic reach by opening a secondary office in Bend, Oregon, a move that placed it closer to the state's growing cohort of high-net-worth retirees (per WealthManagement.com, 2019). The firm has no known philanthropic foundation or adjacent club memberships. What structurally separates Kingsview is the venture capital sleeve inside a conventional RIA serving non-institutional retail clients. Most RIAs of comparable scale outsource alternative exposure through feeder funds or interval funds. Kingsview's direct approach — writing checks into startups while simultaneously managing 401(k) rollovers and estate plans — exposes its client book to a liquidity and concentration dynamic uncommon among its peer set.