$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
25 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-21-2000
- Office Locations
- 1
Office Locations
-- Seabrook TX
About Kingsbury Financial Management, Inc.
Kingsbury Financial Management, Inc. is a Seabrook, Texas registered investment adviser serving retail investors with portfolio management and estate planning. Investment exposure is primarily equities, including exchange-traded equities/ETFs, with capabilities spanning futures and hedge fund strategies. The firm also operates TradersParadise.com and the TRADESCAN/Trader’s Paradise brands, and custody is reported through Interactive Brokers.
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Harbor Oak alpha
Services
Focus radial
Owner & Executives
WILLIAM SCOTT KINGSBURY
President, Secretary
- CRD
- #2752505
- Ownership
- 75% or more
(742) 825-5202
oak.matrix@vitalcapital.com
in linkedin.com/in/capital-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,098,417 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,098,417 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,098,417
Equity - OTC:
46.1% Equity - Exchange:
53.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $3,144,139,484 | 46.1% |
| Equity - Exchange | $3,676,119,701 | 53.9% |
| Total | $6,820,259,185 | 100.0% |