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, owner-operated RIA that is SEC-registered (registered in 2020). The firm acts as a capital allocator for both individual & family clients and institutional investors, and it combines fee models including a percentage of AUM with hourly, fixed-fee, and commission arrangements. It also operates as a registered representative of a broker‑dealer and as an insurance broker. Advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients, plus selection of other advisers. The firm is not identified 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
Elisabeth Davis
CFO, PartnerCRD 3273828
William Vellon
Managing Member And Chief Compliance OfficerCRD 1954258
Contacts
3 of 4Richard Mcadams
Investment Advisor RepresentativeCRD 4186475
David Blitz
Registered RepresentativeCRD 6660755
Daniel Finnerty
Director of Operations, Investment AdvisorCRD 5602437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$39.1M in ETFs
59%
$23.2M
10%
$15.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $5.1M | 56,541 | 13.00% |
Location
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Location
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Headquartered in , null.
- Office locations
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