Kingston Investment Counsel Inc (Burlington)

Kingston Investment Counsel Inc is a large advisory firm based in Burlington. It manages $179.93 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Kentucky.

Kingston Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kingston Investment Counsel: assets under management

The assets under management (AUM) of Kingston Investment Counsel Inc is $179.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $179.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kingston Investment Counsel Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kingston Investment Counsel Inc

William Julius Snider has been acting as President since 1 Jan 1993. Snider William J. joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Snider William J.	President	1 Jan 1993	75% - 100%	61-1235087
Martha Ann Snider	Vice president & secretary	1 Jan 1993	Other	xxx-xx-xxxx
William Julius Snider	President/treasurer/chief compliance officer	1 Jan 1993	75% - 100%	1689085

Based in Burlington

The principal office where Kingston Investment Counsel Inc performs its advisory services is located at 6674 Edgewood Drive, Burlington, KY 41005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.