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).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $225,034
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MO, NC, OH, TX, WI

Financial Advisors at Kingsbury Capital Investment Advisors LLC
Showing 1 - 8 of 8 top financial advisors.
1
David L. Blitz
CRD#: 6660755
Wilmette, IL

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.

2
Michael J. Collins
CRD#: 2915653
Wilmette, IL

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.

3
David S. Cunningham
CRD#: 2898048
Wilmette, IL

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.

4
Elisabeth A. Davis
CRD#: 3273828
Wilmette, IL

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.

5
Daniel G. Finnerty
CRD#: 5602437
Wilmette, IL

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.

6
Richard L. McAdams
CRD#: 4186475
Wilmette, IL

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.

7
William D. Vellon
CRD#: 1954258
Wilmette, IL

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.

8
Asher D. Wolmark
CRD#: 2064857
Wilmette, IL

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.

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