KINGSBURY CAPITAL INVESTMENT ADVISORS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $162.0M |
| Discretionary | $146.3M90% of AUM |
| Non-Discretionary | $15.7M |
| Client Accounts | 584 |
| Avg Account Size | $277K |
| Employees | 6 |
| Peak AUM | $162.0MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $162M | +4.9% | +11.0% | +4.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $162.0M |
| Discretionary | $146.3M |
| Employees | 6 |
| Client Accounts | 584 |
| Client Range | 1-10 |
Contact & Location
Phone
312-380-5300
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$146M
90.3% of AUM
Non-Discretionary
$16M
9.7% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Registered RepBanking Institution