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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

KIMBLE ADVISORY, LLC

CRD 290903

RICHMOND, VA

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:be2a95a1-9c5d-331b-edc5-17deb5097b30

Data as of Feb 12, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 5
On other graphs: 1
Observed: Feb 3, 2021 to Feb 12, 2021
2 observations

Across DFX

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

Private Equityidentity

Kimble Advisory, LLC

Intermediary · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $104MItem 5.F on the latest filing (2021-02-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $101M
Private client RAUM: $73.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 70%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 214
Individual clients: 18
High net worth clients: 42
SEC number: 801-120449
CRD: 290903
Filings on the tape: 2
First filed: Feb 3, 2021
Latest filed: Feb 12, 2021
Organised: Limited Liability Company, Virginia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Berry, William	Member	C	yes	09/2017	Feb 3, 2021	Feb 12, 2021
Hassinger, Leanne, Marie	Member	B	yes	09/2018	Feb 12, 2021	Feb 12, 2021
MUSSATT, JEFFREY, GERALD	MANAGING MEMBER, CCO	C	yes	09/2017	Feb 3, 2021	Feb 12, 2021
VanHuss, Kimberely	Member	C	yes	09/2017	Feb 3, 2021	Feb 12, 2021
PUSEY, WILLIAM, ANDERSON	Partner	B	no	04/2019	Feb 3, 2021	Feb 12, 2021

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CROSSGRAIN FAMILY INVESTMENTS, LLC	2	Feb 10, 2022	Feb 3, 2022	RICHMOND, VA	Team lift out	RIA to new firm	100.0%

Relationships

Controls (4)

← MUSSATT, JEFFREY, GERALDOwnerMANAGING MEMBER, CCO, ownership code C, individual
Feb 3, 2021 to presentfactForm ADV
← VanHuss, KimberelyOwnerMEMBER, ownership code C, individual
Feb 3, 2021 to presentfactForm ADV
← Berry, WilliamOwnerMEMBER, ownership code C, individual
Feb 3, 2021 to presentfactForm ADV
← Hassinger, Leanne, MarieOwnerMEMBER, ownership code B, individual
Feb 12, 2021 to presentfactForm ADV

Owns (1)

← PUSEY, WILLIAM, ANDERSONOwnerPARTNER, ownership code B, individual
Feb 3, 2021 to presentfactForm ADV

Registered with (2)

← JEFFREY GERALD MUSSATTAdvisorregistration: previous registration
Jan 22, 2018 to Feb 10, 2022factForm ADV
← WILLIAM ANDERSON PUSEYAdvisorregistration: previous registration
Apr 1, 2019 to Feb 10, 2022factForm ADV

Moved with (1)

→ CROSSGRAIN FAMILY INVESTMENTS, LLCRegistered adviser2 advisors, team lift out, same day
Feb 10, 2022 to Feb 3, 2022factForm ADV

Dated events

Occurred
Feb 10, 2022
Team lift-out
2 advisors left Kimble Advisory, LLC (Richmond, VA) for Crossgrain Family Investments, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 10, 2022
Advisor changed firm
Jeffrey Gerald Mussatt left Kimble Advisory, Llc for Crossgrain Family Investments, Llc (registered 2022-02-03)
Form ADVobserved 5 days ago
Occurred
Feb 10, 2022
Advisor changed firm
William Anderson Pusey left Kimble Advisory, Llc for Crossgrain Family Investments, Llc (registered 2022-02-03)
Form ADVobserved 5 days ago
Occurred
Feb 12, 2021
Control person joined
Marie Leanne Hassinger (Member) appeared on Schedule A of Kimble Advisory, Llc
Form ADVobserved 5 days ago
Occurred
Feb 3, 2021
First Form ADV filing
Kimble Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be2a95a1-9c5d-331b-edc5-17deb5097b30
First observed: Feb 3, 2021
Last observed: Feb 12, 2021 68 months ago
Source families: Federal regulator filings
3 registered feeds 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.

KIMBLE ADVISORY, LLC

CRD 290903

RICHMOND, VA

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:be2a95a1-9c5d-331b-edc5-17deb5097b30

Data as of Feb 12, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Berry, William

Member

yes

09/2017

Feb 3, 2021

Feb 12, 2021

Hassinger, Leanne, Marie

Member

yes

09/2018

Feb 12, 2021

MUSSATT, JEFFREY, GERALD

MANAGING MEMBER, CCO

yes

09/2017

Feb 3, 2021

Feb 12, 2021

VanHuss, Kimberely

Member

yes

09/2017

Feb 3, 2021

Feb 12, 2021

PUSEY, WILLIAM, ANDERSON

Partner

04/2019

Feb 3, 2021

Feb 12, 2021

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CROSSGRAIN FAMILY INVESTMENTS, LLC

Feb 10, 2022

Feb 3, 2022

RICHMOND, VA

Team lift out

RIA to new firm

100.0%