SEC-Registered Investment Adviser
Kingsbury Capital Investment Advisors LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated April 29, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- April 8, 2020
- Organized as
- Limited Liability Company, IL
- Fiscal year end
- December
- Other offices
- 6
Scale
- Regulatory AUM
- $162.0M
- Discretionary / non-discretionary
- $146.3M / $15.7M
- Accounts
- 584
- Clients
- 0
- Employees
- 6, 6 in advisory roles
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $550,000 reported sold across them
- Client assets in custody
- $62.4M (128 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting and selection of other advisers
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees and commissions
- Client types
- individuals (other than high net worth) (185); high net worth individuals (60); banking or thrift institutions (0); investment companies (0); business development companies (0); pooled investment vehicles (0); pension and profit sharing plans; charitable organizations; state or municipal government entities (0); other investment advisers (0); insurance companies (0); sovereign wealth funds and foreign official institutions (0); corporations or other businesses (5); other (0)
- Also engaged as
- registered representative of a broker-dealer and insurance broker or agent
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- other regulator restriction on activities (Item 11D(5))
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.