William Vellon has been CEO & CCO of Kingsbury Capital Investment Advisors since August 2008, is a control person of the firm and directly owns 75% or more of it. William Vellon holds a Degree in Economics from Loyola University of Chicago.
Kingsbury Capital Investment Advisors LLC is a firm with $162M under management, 250 clients and 6 advisers across 7 offices, as of its April 2026 filing.
William D. Vellon is Managing Member and Chief Compliance Officer of Kingsbury Capital Investment Advisors. He is the owner of the firm and focuses on oversight of the firm's advisors and clients. Vellon began his career with Oppenheimer & Company in 1990 and worked at a number of investment banking firms before establishing Kingsbury.
William Vellon’s longest registration is the current one, 18 years at Kingsbury Capital Investment Advisors since 2008. Before joining Kingsbury Capital Investment Advisors in 2008, William Vellon was registered through TLG Advisors, Inc.
- – present · 18 yearsWilmette, IL · Adviser representative · Firm CRD 145658
- TLG Advisors, Inc.– · under a yearChicago, IL · Adviser representative · Firm CRD 111052
Investment adviser representative registrations
William Vellon is registered as an investment adviser representative in Illinois, since March 2008.
- IllinoisSince 20 March 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 11 September 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 June 2006 |
| Series 31 | Futures Managed Funds Examination | 22 November 2002 |
| Series 24 | General Securities Principal Examination | 7 June 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 July 1989 |
| Series 7 | General Securities Representative Examination | 17 June 1989 |
- Name
- Investment Banking Registered Representative Examination
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William David Vellon
- CRD
- 1954258
- Firm
- Kingsbury Capital Investment Advisors · CRD 145658
- Role
- CEO & CCO
- Office
- Wilmette, IL
- Registration
- Investment adviser registration
- In the industry since
- November 1989
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kingsburycap.com
Where does William Vellon work?
William Vellon has been CEO & CCO of Kingsbury Capital Investment Advisors LLC since August 2008, and is a control person of the firm.
Is William Vellon a financial advisor?
Yes. William Vellon has a current investment-adviser registration in Illinois, through Kingsbury Capital Investment Advisors since March 2008.
How many years of experience does William Vellon have?
William Vellon has 36 years in the financial industry, since November 1989, across 2 adviser firms.
What exams has William Vellon passed?
William Vellon has passed 8 licensing exams: the Series 7, Series 63, Series 24, Series 31, Series 65, Series 53, Series 79TO and Series 52TO. The earliest, the Series 7, was passed in June 1989. FINRA credited William Vellon with the SIE, which began in October 2018.
Where did William Vellon work before Kingsbury Capital Investment Advisors?
Before Kingsbury Capital Investment Advisors, William Vellon was registered through TLG Advisors, Inc., August 2006 to May 2007.
Where is William Vellon based?
William Vellon’s registered office is in Wilmette, IL.
Is William Vellon registered with FINRA?
No. William Vellon has no current broker registration.
How can I verify William Vellon’s record?
Search CRD 1954258 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Vellon’s full registration record.