Kingsbury Capital Investment Advisors LLC
● SEC registered since 2020CRD 145658SEC# 801-118323
Reg. AUM
$162M
Employees
6
Accounts
584
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 $162 million in regulatory assets under management and employs 6 people.
Kingsbury Capital Investment Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Gerard Finnerty | Chief Operating Officer And Chief Financial Officer | Under 5% | 2015 |
| William David Vellon Control | Ceo & Cco | Over 75% | 2008 |
Frequently asked questions
How much does Kingsbury Capital Investment Advisors LLC manage?
Kingsbury Capital Investment Advisors LLC reports $162 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 6 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
| Phone | 312-380-5300 |
| Fax | 312-380-5330 |
| Office hours | 8 a.m. To 4 p.m. (Cst) |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$162M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$162Mregulatory AUM
Discretionary $146.3MNon-discretionary $15.7M