# Kingsbury Capital Investment Advisors LLC

> Kingsbury Capital Investment Advisors LLC is an SEC-registered investment advisory firm in Evanston, IL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 145658
- Filed as: KINGSBURY CAPITAL INVESTMENT ADVISORS LLC
- Also doing business as: FINCOR WEALTH MANAGEMENT LLC, LEGACY CAPITAL WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Evanston, IL
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145658
- AdvisorCensus page: https://advisorcensus.com/firm/kingsbury-capital-investment-advisors-llc-evanston-il-145658

## Quick answers

**How is Kingsbury Capital Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kingsbury Capital Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Kingsbury Capital Investment Advisors LLC located?**
Kingsbury Capital Investment Advisors LLC's principal office is in Evanston, IL, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Kingsbury Capital Investment Advisors LLC registered with the SEC or a state?**
Kingsbury Capital Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 145658.

**How much does Kingsbury Capital Investment Advisors LLC manage?**
Kingsbury Capital Investment Advisors LLC reports $162,038,154 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (90% discretionary).

**How have Kingsbury Capital Investment Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Kingsbury Capital Investment Advisors LLC: Regulatory assets under management: $130,000,000 in the October 2021 data and $162,038,154 in the October 2026 data, up 25%. Total employees: 9 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kingsbury Capital Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (185); high net worth individuals (60); corporations or other businesses not listed above (5).

**Which custodians does Kingsbury Capital Investment Advisors LLC use?**
Kingsbury Capital Investment Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kingsbury Capital Investment Advisors LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145658

**Does Kingsbury Capital Investment Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 23, 2026 says: "KCIA generally requires a minimum investment of $50,000 to open an investment advisory relationship. For accounts with portfolio values less than $50,000, clients may be able to find comparable services for more favorable pricing elsewhere." "KCIA may, in its sole discretion, waive the required minimum."

**What changed in Kingsbury Capital Investment Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 8 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> KCIA generally requires a minimum investment of $50,000 to open an investment advisory relationship. For accounts with portfolio values less than $50,000, clients may be able to find comparable services for more favorable pricing elsewhere.

> KCIA may, in its sole discretion, waive the required minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $162,038,154
- Discretionary: $146,344,384
- Non-discretionary: $15,693,770

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 185 | $39,155,182 |
| High net worth individuals | 60 | $116,008,963 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,465,140 |
| Charitable organizations | Fewer than 5 | $1,148,071 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $3,260,798 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, MO, NC, OH, PA, TX, WI
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145658

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Wilmette, IL

### Websites listed on Form ADV (Item 1.I)
- kingsburycap.com
- lcwadvisor.com
- LinkedIn @kcia

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $130,000,000 | 9 | March 9, 2021 |
| October 2022 | $156,000,000 | 9 | May 24, 2022 |
| October 2023 | $117,423,729 | 9 | September 21, 2023 |
| October 2024 | $136,145,866 | 8 | March 8, 2024 |
| October 2025 | $154,451,058 | 8 | May 21, 2025 |
| October 2026 | $162,038,154 | 6 | April 29, 2026 |

Regulatory assets under management: $130,000,000 in the October 2021 data and $162,038,154 in the October 2026 data, up 25%.
Total employees: 9 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 8 to 6.

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kingsbury Capital Investment Advisors LLC (CRD 145658): Form ADV filing data as of October 2026.