DB
David A. Bastian
KINGDOM CAPITAL ADVISORS
Fairfax, VA 22030
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CRD#: 7438811
DB
Professional summary
David Alan Bastian is a registered financial advisor currently at KINGDOM CAPITAL ADVISORS, LLC located in Fairfax, Virginia.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Compensated as Independent Contractor for blog articles posted to SeekingAlpha.com. Approx 2 hours per week are spent on both outside business activities.
CRS (Client Relationship Summary) - RIA
Click below to view David Alan Bastian's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 1, 2021 - Present
KINGDOM CAPITAL ADVISORS, LLC
Office #1: 3923 University Drive, Fairfax, VA 22030RIA
CRD#: 316530
Fairfax, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/29/2024)
IAR
Florida(5/17/2024)
IAR
North Carolina(2/26/2024)
IAR
Pennsylvania(6/18/2024)
IAR
Texas(6/2/2022)
IAR
Virginia(12/1/2021)
Current Firm
KC
KINGDOM CAPITAL ADVISORS, LLC
KINGDOM CAPITAL | KINGDOM CAPITAL ADVISORS, LLC
CRD#: 316530 / SEC#:
California
Registered Investment Advisory firm - (5/29/2024 Approved)Florida
Registered Investment Advisory firm - (5/17/2024 Approved)North Carolina
Registered Investment Advisory firm - (2/23/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (6/17/2024 Approved)Texas
Registered Investment Advisory firm - (4/26/2024 Approved)Virginia
Registered Investment Advisory firm - (12/1/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3923 University Drive, Fairfax, VA 22030
Mailing Address
Phone number
(804) 678-8369
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 111 |
| AUM (Assets Under Management) | $ 22,800,491 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
