Kingsbury Capital Investment Advisors LLC
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
FINTRXOverview
Kingsbury Capital Investment Advisors LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and established in 2020. The firm describes itself as a capital allocator serving both high‑net‑worth individuals and families as well as institutional clients. Its owner type is listed as individual. Advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. The firm also conducts brokerage and insurance activities through registered‑rep and insurance broker relationships. Its fee model is mixed — percentage of AUM combined with hourly and fixed fees and, where applicable, commissions. Kingsbury does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
William Vellon
Managing Member And Chief Compliance OfficerCRD 1954258
Elisabeth Davis
Partner, CFOCRD 3273828
Contacts
3 of 4Richard Mcadams
Investment AdvisorCRD 4186475
Michael Collins
Financial AdvisorCRD 2915653
Daniel Finnerty
Director of Operations, Investment AdvisorCRD 5602437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$49.4M in ETFs
62%
$30.6M
9%
$18.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $5.4M | 61,881 | 11.02% |
Location
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Location
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Headquartered in , null.
- Office locations
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