Kingsley Advisors, LLC

Kingsley Advisors provides discretionary portfolio management to both individual and institutional clients, including high-net-worth individuals, primarily through separately managed accounts. The firm charges percentage-of-assets fees and typically manages part of a client’s overall portfolio rather than serving as a full-service wealth manager.

The firm’s investment approach emphasizes deep-value, out-of-favor opportunities and takes large, concentrated positions in a relatively small number of securities across short, medium, and long-term horizons. Investment ideas are primarily internally generated and researched by the firm’s principal, and holdings may include exchange-traded issues as well as micro-cap, over-the-counter, or private investments, which can increase volatility and liquidity risk.

A distinctive feature is that the firm offers its strategy exclusively through its own wrap fee program, where a single inclusive fee covers management, brokerage, custody, and administrative services and a portion of that fee is retained by the adviser. The adviser also negotiates investment guidelines and minimums on a client-by-client basis and generally limits client-imposed restrictions, reflecting a focus on delivering a targeted, concentrated investment strategy rather than broad diversification.