Kingsbury Capital Investment Advisors Llc
- Regulatory AUM
- $162M
- Discretionary
- $146M
- Clients
- 250
- Avg AUM / client
- $648K
- Accounts
- 584
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 185 | $39.2M | 24.2% |
| High net worth individuals | 60 | $116M | 71.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.5M | 1.52% |
| Charitable organizations | Fewer than 5 clients | $1.1M | 0.71% |
| Corporations and other businesses | 5 | $3.3M | 2.01% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $650K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Dhc 2016 Llc | Private Equity Fund | Delaware | $650K | 13 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William David Vellon | Ceo & Cco | Mar 2008 (18y) | 50% – 75% | |
| Wolmark, Asher, Dov | Managing Member | Aug 2008 (18y) | 50% – 75% | |
| Daniel Gerard Finnerty | Chief Operating Officer And Chief Financial Officer | Jan 2015 (12y) | Less than 5% | |
| David Lee Blitz | Registered representative | Jul 2017 (9y) | ||
| Michael Jason Collins | Registered representative | Nov 2017 (9y) | ||
| Richard Lee Mcadams | Registered representative | May 2018 (8y) | ||
| Elisabeth Anne Davis | Registered representative | May 2019 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $650K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Dhc 2016 Llc | Private Equity Fund | $650K | $0 | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $162M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗