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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-22-2023
- Office Locations
- 1
Office Locations
About Kingsland Investments
Kingsland Investments is a registered investment adviser focused on emerging growth and “next-generation blue chip” equity opportunities. The firm uses a time-tested, research-driven process that evaluates business fundamentals before deploying client capital, supported by defined investment and stock-selection processes. Client channel spans retail and institutional, with portfolios largely implemented via ETFs and custody through Interactive Brokers. Rebranded from Kingsland Growth Advisors in 2022.
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Owner & Executives
ARTHUR KINGSLAND WEISE
Founder, Managing Partner
- CRD
- #2393971
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,567,819 | -- |
| Non-Discretionary | $149,356 | -- |
| Total | $16,717,175 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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