Kingsbury Capital Investment Advisors LLC

Kingsbury Capital Investment Advisors LLC (CRD# 145658) is a financial advisory firm headquartered in Evanston, IL. They manage $21,500,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $143,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Kingsbury Capital Investment Advisors LLC
Showing 1 - 8 of 8 top financial advisors.
1
Stewart I. Schram
CRD#: 1711571
One Rotary Center, 1560 Sherman Avenue, Suite 510, Evanston, IL 60201
96
Wealthminder
score

Stewart Schram (CRD# 1711571) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Evanston, IL and has over 26 years of experience in the finance industry. Stewart Schram has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel G. Finnerty
CRD#: 5602437
One Rotary Center, 1560 Sherman Avenue, Suite 510, Evanston, IL 60201
93
Wealthminder
score

Daniel Finnerty (CRD# 5602437) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Evanston, IL and has over 7 years of experience in the finance industry.

3
Lee Kalotta
CRD#: 4340808
One Rotary Center, 1560 Sherman Avenue, Suite 510, Evanston, IL 60201
93
Wealthminder
score

Lee Kalotta (CRD# 4340808) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Evanston, IL and has over 14 years of experience in the finance industry.

4
Peter V. Wright
CRD#: 4250736
Lake Forest, IL
93
Wealthminder
score

Peter Wright (CRD# 4250736) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Lake Forest, IL and has over 17 years of experience in the finance industry.

5
Andrew R. Zimmer
CRD#: 2052665
One Rotary Center, 1560 Sherman Avenue, Suite 510, Evanston, IL 60201
93
Wealthminder
score

Andrew Zimmer (CRD# 2052665) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Evanston, IL and has over 27 years of experience in the finance industry.

6
William D. Vellon
CRD#: 1954258
One Rotary Center, 1560 Sherman Avenue, Suite 510, Evanston, IL 60201
83
Wealthminder
score

William Vellon (CRD# 1954258) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Evanston, IL and has over 28 years of experience in the finance industry.

7
Justin L. Yoder
CRD#: 4707031
Chicago, IL
81
Wealthminder
score

Justin Yoder (CRD# 4707031) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Chicago, IL and has over 14 years of experience in the finance industry.

8
Asher D. Wolmark
CRD#: 2064857
One Rotary Center, 1560 Sherman Avenue, Suite 510, Evanston, IL 60201
51
Wealthminder
score

Asher Wolmark (CRD# 2064857) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Evanston, IL and has over 26 years of experience in the finance industry.

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