CRD: 145658
Kingsbury Capital Investment Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-20-2008
- Office Locations
- 5
Office Locations
About Kingsbury Capital Investment Advisors LLC
Kingsbury Capital Investment Advisors is a privately owned investment management firm (founded 2007) providing retirement solutions and wealth planning for private and institutional clients. Portfolios are primarily implemented with ETFs and public funds, with an emphasis on asset allocation and risk management. The firm primarily custodies with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM DAVID VELLON
Chief Compliance Officer, Chief Executive Officer
- CRD
- #1954258
- Ownership
- 75% or more
DANIEL GERARD FINNERTY
Chief Financial Officer, CHIEF OPERATING OFFICER, Investment Advisor
- CRD
- #5602437
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DAVID LEE BLITZ
Founder
- CRD
- #6660755
MICHAEL JASON COLLINS
Investment Advisor
- CRD
- #2915653
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,344,384 | $258,103 |
| Non-Discretionary | $15,693,770 | $923,163 |
| Total | $162,038,154 | $277,463 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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