Best Investors
Account
Sign in
Best Investors
Account
Sign in
Kingsbury Capital Investment Advisors LLC CRD 145658
$162M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Wilmette, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-11-01 |
Branch Locations
Chicago, IL • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Chicago | IL | 10/2010 | 10/2017 |
| Kingsbury Capital Investment Advisors, Llc | Evanston | IL | 11/2017 | Present |
| Kingsbury Capital, Inc. | Evanston | IL | 11/2017 | 11/2019 |
NAME AND ADDRESS: VALENCE PARTNERS LLC 6320 N HERMITAGE CHICAGO, IL 60660 NATURE OF ENTITY: MEMBER-MANAGED LLC PURSUANT TO AND IN CONFORMITY WITH THE LLC LAWS FOR THE STATE OF IL. RESPONSIBILITIES IN THIS ROLE: MEMBER HOURS DEVOTED: 2 HOURS PER MONTH. NONE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-23 |
Reach out to this advisor