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William Vellon

Kingsbury Capital Investment Advisors LLC
36 Years of Experience
Wilmette, IL
1 DisclosureMay Earn CommissionSells Insurance
View SEC Summary
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William Vellon is a registered investment advisor at Kingsbury Capital Investment Advisors LLC, based in Wilmette, IL, with 36 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 250 clients with $160M in assets under management.

Kingsbury Capital Investment Advisors LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
250 clients
Average Client Portfolio
$648K average
Assets Under Management
$162.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.50%
$5M+1.25%

Fees are negotiable and may be subject to discounts for individual accounts or households.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Wilmette, IL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is involved in several business activities, including being a member of multiple LLCs, president and co-owner of Kingsbury Capital Investment Advisors, LLC (an RIA firm), owner of Millennium MSO, Inc., and a member of Overbrook Associates, LLC. He also works as a health insurance sales representative and generates leads for 1031/DST transactions, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Kingsbury Capital Investment Advisors LLC
March 2008 - Present · 18 yrs 7 mos
Previous Registrations
Cabot Lodge Securities LLCBroker
January 2020 - September 2026 · 6 yrs 8 mos
Kingsbury Capital, INC.Broker
January 2015 - December 2019 · 4 yrs 11 mos
Freedom Investors CORP.Broker
September 2013 - January 2015 · 1 yr 4 mos
Spencer Trask Ventures, INC.Broker
November 2010 - September 2013 · 2 yrs 10 mos
Kingsbury, LLCBroker
October 2008 - April 2015 · 6 yrs 6 mos
Brewer Financial Services, LLCBroker
June 2007 - November 2010 · 3 yrs 5 mos
Tlg Advisors, INC.
August 2006 - May 2007 · 9 mos
Chicago Investment Group, LLCBroker
December 2003 - May 2007 · 3 yrs 5 mos
Friedman, Billings, Ramsey & CO., INC.Broker
July 2002 - September 2003 · 1 yr 2 mos
Advanced Equities, INC.Broker
November 2000 - July 2002 · 1 yr 8 mos
Gruntal & CO., L.L.C.Broker
January 1994 - November 2000 · 6 yrs 10 mos
Lehman Brothers INC.Broker
May 1993 - January 1994 · 8 mos
Oppenheimer & CO., INC.Broker
March 1990 - June 1993 · 3 yrs 3 mos
Shearson Lehman Hutton INC.Broker
June 1989 - February 1990 · 8 mos
State Registrations1 state
IL
Advisor

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Exams
No exam information available for this advisor.
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William Vellon - Financial Advisor | TrueAdvisor