InvestorAdam
Private Client Resources
Know the numbers
before we speak.
Review the performance. Understand the system. Bring us your hardest questions.
Phase 2 · Currently OpenYou booked while direct access is still available.
200+
Clients Served
CFA
Professional Supervision
10+ Yrs
Institutional Experience
100%
Capital Remains With Your Broker
The Track Record
Don't take our word for it.
Look at the history.
Positive months. Negative months. Drawdowns. Nothing hidden.
Standard · Monthly Returns
2026+31.86%YTD
Jan 26
+5.29%
Feb 26
-3.35%
Mar 26
+5.01%
Apr 26
+4.07%
May 26
+5.29%
Jun 26
+5.37%
Jul 26
+6.87%
Pending: Aug · Sep · Oct · Nov · Dec
Higher returns. Lower risk. Capital under your control.
Historical performance does not guarantee future results.
The Economics
Most clients recover
their license fee in 3–5 months.
3–5
Months
Typical Historical License-Fee ROI Window
$100K Capital
AI System
Performance
License Cost Recovered
After that?
The license is already paid for.
The license is already paid for.
Based on Kingswell client data, most clients have historically generated enough performance relative to deployed capital to recover the economic cost of their license within approximately 3–5 months.
Historical client experience. Not guaranteed. Results vary.
Why Kingswell Is Different
AI runs the system.
A CFA supervises it.
AI
Finds and executes market opportunities.
CFA
Supervises risk and system behavior.
Brokerage
Your investment capital stays with your broker.
Professional oversight.
Without giving up custody.
Without giving up custody.
A CFA supervises every client account.
Current Capacity
12
Investor Positions Remain
Before our current CFA supervision capacity is full.
We are selective now.
We're about to become much more selective.
We're about to become much more selective.
Our CFA can currently supervise 12 additional investor accounts within the existing structure. Once that capacity is filled, Phase 2 closes.
You Are Here
↓Right Now
12 Positions Remain
Current pricing
Direct applications
Existing CFA supervision
After 6 More Partners
Access tightens.
Application standards increase
Fewer new clients accepted
Recruiting an additional CFA + in-house quant
Full Capacity
Phase 3
Invitation only
Waitlist priority
Pricing more than doubles
Expanded professional team
Why does the price increase?
Because expanding responsibly costs more.
Because expanding responsibly costs more.
New CFA
Additional professional supervision
In-House Quant
Expanded system research + oversight
Lower Capacity
More resources per client
More infrastructure. Fewer clients. Higher entry.
Once these 12 positions are filled,
this version of Kingswell closes.
Phase 3 becomes invitation-only, materially more selective, and priced at more than double today's entry.
You already have access to a strategy call.
That's the advantage.
That's the advantage.
Asked & Answered
Still skeptical? Good.
Pick the question you still need answered.
Hear it from
the people using it.
InvestorBrice
Your Strategy Call
Don't come to learn the basics.
Come ready to make a decision.
✓Review both systems
✓Know your deployment amount
✓Understand the 3–5 month historical license economics
✓Watch the FAQs that matter to you
✓Bring your hardest questions
Your call is about your numbers.
CapitalReturnsRiskEconomicsNext Steps
If everything checks out,
be prepared to move forward.
be prepared to move forward.
Before You Go
12 investor positions remain
before Phase 2 closes.
Access
Direct
Price
Phase 2
Capacity
12 Remaining
Phase 3: invitation only + more than double the entry price.
You already have the call.
Use it well.
Use it well.
Know your capital.
Review the numbers.
Ask difficult questions.
If it makes sense,
be ready to move.
be ready to move.