KIMBLE ADVISORY, LLC
CRD #290903 SEC #801-120449 RICHMOND, VA (804) 793-0784
SEC Registered
Total AUM
$103.9M
Discretionary
$101.3M
Employees
2
Clients
11
Accounts
214
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Berry, William | I | MEMBER | C | Control |
| Berry, William | I | MEMBER | C | Control |
| MUSSATT, JEFFREY, GERALD | I | MANAGING MEMBER, CCO | C | Control |
| MUSSATT, JEFFREY, GERALD | I | MANAGING MEMBER, CCO | C | Control |
| VanHuss, Kimberely | I | MEMBER | C | Control |
| VanHuss, Kimberely | I | MEMBER | C | Control |
| Hassinger, Leanne, Marie | I | MEMBER | B | Control |
| PUSEY, WILLIAM, ANDERSON | I | PARTNER | B | |
| PUSEY, WILLIAM, ANDERSON | I | PARTNER | B |
Registrations
Federal
IA
Feb 3, 2021 REGISTERED
Notice Filings (1)
VA
Address
6806 PARAGON PLACESUITE 250
RICHMOND, VA 23230
United States
Phone: (804) 793-0784