Kingsbury Capital Investment Advisors LLC

RIASEC RegisteredEst. 2020

Total AUM

$162M

Discretionary

$146M

90% of AUM

Avg account

$277K

Accounts

584

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 145658
Registered since: April 8, 2020
Website: www.kingsburycap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI71.59%
Individuals24.16%
Corporations / Businesses2.01%
Pension & Profit Sharing Plans1.52%
Charitable Organizations0.71%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kingsbury Capital Investment Advisors LLC is an independent, owner-operated registered investment adviser and capital allocator that serves both individual/family and institutional clients. The firm provides a mix of financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and also offers pension consulting and selection-of-other-adviser services. In addition to advisory work, the firm operates as a registered representative of a broker-dealer and as an insurance broker, allowing it to place insurance products and annuities alongside advisory solutions. Kingsbury was registered with the SEC in 2020.