Overview
Assets Under Management: $162 million
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145658), KINGSBURY CAPITAL INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC serves 60 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, KINGSBURY CAPITAL INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC manages $162 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, KINGSBURY CAPITAL INVESTMENT ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 584
Discretionary Accounts: 567
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 145658
Filing ID: 2055110
Last Filing Date: 2026-02-23 16:41:35