William David Vellon
Investment adviser representative at Kingsbury Capital Investment Advisors LLC
18 yearsExperience
1 stateRegistered in
$162MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Cabot Lodge Securities LLCJan 2020 to now
- Kingsbury Capital Investment Advisors LLCMar 2008 to now
- Ten31 FarmsDec 2022 to Apr 2026
- Insurance By the Sea/tangram LLCSep 2021 to Apr 2026
- Kingsbury Capital, IncJan 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (IL).
Kingsbury Capital Investment Advisors LLC
$162MAssets managed
250Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1954258
- Firm CRD
- 145658