Data / Investment advisers / Oregon / Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC, Grants Pass, OR: $9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kingsview Wealth Management, LLC is an SEC registered investment adviser with its main office in Grants Pass, Oregon and reports $9 billion in regulatory assets under management in its Form ADV filed October 22, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Kingsview Wealth Management, LLC (CRD number 148107): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 148107
- SEC file number
- 801-79198
- SEC status
- Approved, effective February 24, 2014
- Main office
- 509 Se 7th Street 2nd Floor, Grants Pass, OR 97526
- Phone
- (312) 870-6701
- Website
- monarchfunds.com
- Regulatory AUM
- $8,957,122,931 in the Form ADV filed October 22, 2026
- Discretionary AUM
- $8,942,046,511
- Non discretionary AUM
- $15,076,420
- Accounts
- 31,932
- Employees
- 285, of which 95 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 46
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- October 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 9,934 | $5.52 billion |
| High net worth individuals | 2,209 | $3.02 billion |
| Charitable organizations | 18 | $260.2 million |
| Corporations or other businesses | 127 | $123.8 million |
| Investment companies | 7 | $25.9 million |
| Pension and profit sharing plans | 14 | $9 million |
| State or municipal government entities | Fewer than 5 | $244,556 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $8.96 billion | March 30, 2026 |
| December 1, 2025 | $6.75 billion | February 28, 2025 |
Other advisers in Oregon
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Government Portfolio Advisors LLC | Portland | $35.09 billion | Not listed | adviserinfo.sec.gov |
| Stancorp Investment Advisers, Inc. | Portland | $34.50 billion | Not listed | adviserinfo.sec.gov |
| Ferguson Wellman Capital Management, Inc. | Portland | $10.66 billion | Not listed | adviserinfo.sec.gov |
| Northwest Capital Management Inc. | Lake Oswego | $8.52 billion | Not listed | adviserinfo.sec.gov |
| Aldrich Wealth LP | Lake Oswego | $7.62 billion | Not listed | adviserinfo.sec.gov |
| J.P. Morgan Natural Capital | Portland | $7.02 billion | 3 | adviserinfo.sec.gov |
| Northside Capital Management LLC | Hood River | $6.94 billion | Not listed | adviserinfo.sec.gov |
| Jensen Investment Management Inc. | Lake Oswego | $6.48 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oregon
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Kingsview Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.