Kingsland Investments

RIASEC Registered
Total AUM
$16.7M
Discretionary
$16.6M
99% of AUM
Avg account
$576K
Accounts
29
Employees
1
Advisory reps
1

Firm details

Headquarters
Mount Kisco, New York
CRD number
328855
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI83.59%
  • Charitable Organizations8.31%
  • Individuals8.09%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kingsland Investments is an independent, owner-operated registered investment adviser structured as an LLC. The firm manages portfolios for both individuals and families as well as institutional and business clients, charging fees as a percentage of assets under management. Its advisory services focus on discretionary portfolio management for individuals/small businesses and for institutions; the adviser does not identify as an active ESG investor and does not present itself as a multi-state or pension consultant. Kingsland reports a preference for equities as the primary investment vehicle and uses third‑party alternative managers (see Investments & Alternatives). It is not positioned as a capital allocator or related-adviser network, and its client base is concentrated into a relatively small number of higher-net-worth relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 2%95%
  • Exchange Traded Equities95%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Arthur Weise

    Arthur Weise

    Founder and CIOCRD 2393971

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mount Kisco, NY

Westchester

Location

Mount Kisco, NY

Headquartered in Mount Kisco, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
100 S Bedford Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth