DFX Intelligence

Data Factory

RIA / WealthAdvisor37 years in industry

WILLIAM DAVID VELLON

Advisor at KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

WILMETTE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2dfeb1b-57c3-0deb-dd90-4c3070c0692d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Aug 10, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William David Vellon

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

William David Vellon

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KINGSBURY CAPITAL INVESTMENT ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 3, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 3, 1989
First registration: Aug 10, 2006
Dual registered: no
Other names: BILL VELLON
IAPD individual key: 1954258

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC	Independent wealth	Mar 20, 2008	n/a	yes	WILMETTE, IL	Current employment
TLG ADVISORS, INC.	Bd affiliated wealth	Aug 10, 2006	May 30, 2007	no	CHICAGO, IL\|SUMMIT, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TLG ADVISORS, INC.	KINGSBURY CAPITAL INVESTMENT ADVISORS LLC	May 30, 2007	Mar 20, 2008	295	Firm change	Other

Relationships

Registered with (2)

→ KINGSBURY CAPITAL INVESTMENT ADVISORS LLCRegistered adviserregistration: current employment
Mar 20, 2008 to presentfactForm ADV
→ TLG ADVISORS, INC.Registered adviserregistration: previous registration
Aug 10, 2006 to May 30, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a2dfeb1b-57c3-0deb-dd90-4c3070c0692d
First observed: Aug 10, 2006
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM DAVID VELLON

Advisor at KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

WILMETTE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2dfeb1b-57c3-0deb-dd90-4c3070c0692d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:01 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

Independent wealth

Mar 20, 2008

n/a

yes

WILMETTE, IL

Current employment

TLG ADVISORS, INC.

Bd affiliated wealth

Aug 10, 2006

May 30, 2007

CHICAGO, IL|SUMMIT, NJ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TLG ADVISORS, INC.

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

May 30, 2007

Mar 20, 2008

295

Firm change

Other