A complete list of active advisors currently associated with Kingsley Advisors, LLC

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

Kingsley Advisors provides discretionary portfolio management to both individual and institutional clients, including high-net-worth individuals, primarily through separately managed accounts. The firm charges percentage-of-assets fees and typically manages part of a client’s overall portfolio rather than serving as a full-service wealth manager. The firm’s investment approach emphasizes deep-value, out-of-favor opportunities and takes large, concentrated positions in a relatively small number of securities across short, medium, and long-term horizons. Investment ideas are primarily internally generated and researched by the firm’s principal, and holdings may include exchange-traded issues as well as micro-cap, over-the-counter, or private investments, which can increase volatility and liquidity risk. A distinctive feature is that the firm offers its strategy exclusively through its own wrap fee program, where a single inclusive fee covers management, brokerage, custody, and administrative services and a portion of that fee is retained by the adviser. The adviser also negotiates investment guidelines and minimums on a client-by-client basis and generally limits client-imposed restrictions, reflecting a focus on delivering a targeted, concentrated investment strategy rather than broad diversification.

To learn more about the advisors currently working at Kingsley 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.