Kingsbury Capital Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 29, 2026, reports $162M in regulatory assets under management, 6 employees, 6 offices, and 584 accounts.
Top client segmentIndividuals represent 74.0% of total clients.
Top client categories% of clientsClients
1
Individuals
74.0%
185
2
HNWI
24.0%
60
3
Corporations
2.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$162Mas of April 29, 2026
Discretionary90.3%
$146M
90% of total RAUM90.3%
Non-discretionary9.7%
$16M
10% of total RAUM9.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$162M
Total Accounts584
10Y AUM Change+$52M (+47.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee42:1
10Y Employee Change-5 (-45.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.