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Kingsbury Capital Investment Advisors LLC

● SEC registered since 2020CRD 145658SEC# 801-118323
Export (members)
Reg. AUM
$154.5M
Employees
8
Accounts
595
Location

Kingsbury Capital Investment Advisors LLC assets under management

Kingsbury Capital Investment Advisors LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $154.5 million in regulatory assets under management and employs 8 people.

Kingsbury Capital Investment Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Asher Dov Wolmark ControlManaging Member50-75%2008
Daniel Gerard FinnertyChief Operating Officer And Chief Financial OfficerUnder 5%2015
William David Vellon ControlCeo & Cco50-75%2008

Frequently asked questions

How much does Kingsbury Capital Investment Advisors LLC manage?

Kingsbury Capital Investment Advisors LLC reports $154.5 million in regulatory assets under management on its Form ADV.

How many employees does Kingsbury Capital Investment Advisors LLC have?

Kingsbury Capital Investment Advisors LLC reports 8 employees.

Does Kingsbury Capital Investment Advisors LLC disclose fund performance?

Kingsbury Capital Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone312-380-5300
Fax312-380-5330
Office hours8 a.m. To 4 p.m. (Cst)
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$139.9M
Non-discretionary$14.6M
Total (RAUM)$154.5M