Kingsbury Capital Investment Advisors LLC
Kingsbury Capital Investment Advisors LLC (CRD# 145658) is a financial advisory firm headquartered in Evanston, IL. They manage $136,145,866 in 605 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management136MILLION
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Total Number of Accounts605ACCOUNTS
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Average Account Value$225,034
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, IL, MO, NC, OH, TX, WI
David Blitz (CRD# 6660755) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 6 years of experience in the finance industry.
Michael Collins (CRD# 2915653) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 24 years of experience in the finance industry.
David Cunningham (CRD# 2898048) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 19 years of experience in the finance industry.
Elisabeth Davis (CRD# 3273828) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 22 years of experience in the finance industry.
Daniel Finnerty (CRD# 5602437) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 13 years of experience in the finance industry.
Richard McAdams (CRD# 4186475) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 23 years of experience in the finance industry.
William Vellon (CRD# 1954258) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 34 years of experience in the finance industry.
Asher Wolmark (CRD# 2064857) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 32 years of experience in the finance industry.