Kingsbury Financial Management, Inc.

Overview

Kingsbury Financial Management, Inc. is a small, individually owned corporate advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of fee structures — percentage of assets under management, hourly fees and fixed fees — and operates as a non-ESG, single-state adviser. Its reported investment preference is equities, with a notable tilt toward non-exchange traded holdings. The firm reports a discretionary-only model for the assets on its books, suggesting it oversees portfolios directly rather than only providing advice. Custody and execution are routed through Interactive Brokers LLC, which houses the firm’s reported assets.

Assets & Accounts

Investments & Alternatives

Location & Offices