Kingsbury Capital Investment Advisors LLC

Kingsbury Capital Investment Advisors LLC (CRD# 145658) is a financial advisory firm headquartered in Evanston, IL. They manage $53,750,000 in 355 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $151,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
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, OH, TX

Financial Advisors at Kingsbury Capital Investment Advisors LLC
Showing 1 - 9 of 9 top financial advisors.
1
Michael J. Collins
CRD#: 2915653
One Rotary Center, 1560 Sherman Avenue, Suite 510, Evanston, IL 60201
93
Wealthminder
score

Michael Collins (CRD# 2915653) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Evanston, IL and has over 18 years of experience in the finance industry.

2
David S. Cunningham
CRD#: 2898048
One Rotary Center, 1560 Sherman Avenue, Suite 510, Evanston, IL 60201
93
Wealthminder
score

David Cunningham (CRD# 2898048) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Evanston, IL and has over 13 years of experience in the finance industry.

3
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.

4
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.

5
Justin L. Yoder
CRD#: 4707031
Chicago, IL
93
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.

6
David L. Blitz
CRD#: 6660755
One Rotary Center, 1560 Sherman Avenue, Suite 510, Evanston, IL 60201
87
Wealthminder
score

David Blitz (CRD# 6660755) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Evanston, IL and has 1 year of experience in the finance industry.

7
Stewart I. Schram
CRD#: 1711571
One Rotary Center, 1560 Sherman Avenue, Suite 510, Evanston, IL 60201
86
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.

8
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.

9
Asher D. Wolmark
CRD#: 2064857
One Rotary Center, 1560 Sherman Avenue, Suite 510, Evanston, IL 60201
39
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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