# KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 145658
- Type: SEC-registered investment adviser
- SEC file number: 801-118323
- Phone: 312-380-5300
- Latest filing: 2026-04-29
- Regulatory AUM: $162.0M
- Discretionary AUM: $146.3M
- Non-discretionary AUM: $15.7M
- Clients: 6
- Accounts: 584

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| William David Vellon | CEO & CCO | — |
| Daniel Gerard Finnerty | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | — |
| Asher Dov Wolmark | MANAGING MEMBER | — |
| VELLON WILLIAM DAVID | CEO & CCO; MANGING MEMBER & CCO | — |
| WOLMARK ASHER DOV | MANAGING MEMBER | — |
| FINNERTY DANIEL GERARD | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145658/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145658/similar
- Related entities: https://search.stillhousedata.com/firm/145658/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145658

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.