A complete list of active advisors currently associated with Kingsbury Capital Investment Advisors LLC

Warmer can help you find a great advisor at Kingsbury Capital Investment Advisors LLC or one who fits your needs even better.

Kingsbury Capital Investment Advisors is an SEC‑registered independent investment adviser that serves individuals, high‑net‑worth clients, trusts, corporations, and retirement plans. The firm provides discretionary and non‑discretionary portfolio management, financial planning, account aggregation, and institutional retirement plan advisory and benchmarking services. KCIA establishes client objectives via a detailed questionnaire and investment policy statement, then implements diversified portfolios using mutual funds, ETFs, individual equities and fixed‑income securities, supplemented by quantitative optimization and third‑party due‑diligence tools. Client accounts are reviewed periodically (with at least annual contact and quarterly reporting) and the firm works with custodial platforms and outside managers to execute and monitor investment programs. Distinctive features disclosed in the brochure include that several KCIA representatives are also registered representatives of a broker‑dealer and hold insurance licenses, and the firm acknowledges that some advisors may receive commissions or insurance compensation, creating potential conflicts of interest. The firm operates from seven offices—unusual for teams of its size—and discloses a single past licensing enforcement event in 2013 (a temporary revocation related to unpaid taxes that was subsequently reinstated).

To learn more about the advisors currently working at Kingsbury Capital Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.