Kingsbury Capital Investment Advisors LLC
Kingsbury Capital Investment Advisors LLC is an SEC-registered mass-market adviser with $162.0M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Kingsbury Capital Investment Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145658, SEC 801-118323, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $162.0M (2026-04-29)
- Firm type
- Mass-Market Adviser
- Employees
- 6
- Clients
- 250
- CRD
- 145658
- Ownership
- VELLON, WILLIAM, DAVID; FINNERTY, DANIEL, GERARD; WOLMARK, ASHER, DOV
How much AUM does Kingsbury Capital Investment Advisors LLC have?
Kingsbury Capital Investment Advisors LLC reported $162.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Kingsbury Capital Investment Advisors LLC?
Disclosed owners and executives of Kingsbury Capital Investment Advisors LLC include VELLON, WILLIAM, DAVID, FINNERTY, DANIEL, GERARD, WOLMARK, ASHER, DOV. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.