K
$65.0M Total AUM
$65.0M Disc. AUM
-- 3Y CAGR
2 Employees
116 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Momentum quantumAtlas
- Established Date
- 08-04-2015
- Office Locations
- 1
Office Locations
-- Dallas TX
About Kingsley Advisors, LLC
Kingsley Advisors, LLC is a Dallas-based RIA. The firm has been operating for 10 years. Managing $65.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$65.0M AVG AUM / ADVISOR
$560.1K AVG AUM / CLIENT
8.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Pathway insight Vertex vertex Pathway Legacy
Client Personas
North
Custodian
Foundation
Investment Themes
Capital Timber element
Investment Vehicles
Vertex vertex
Services
Zenith ridge Horizon
Technology
Glacier Frontier atlas
Owner & Executives
I
IVAN STEPHEN SACKS
Advisor, Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #1026487
- Ownership
- 75% or more
(279) 826-1687
legacy.peak@northcapital.com
in linkedin.com/in/value-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,966,096 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,966,096 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,966,096
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,531,485,422 | 100.0% |
| Total | $2,531,485,422 | 100.0% |