Overview
Assets Under Management: $120 million
Headquarters: KINGWOOD, TX
High-Net-Worth Clients: 39
Average Client Assets: $1.8 million
Frequently Asked Questions
KINGWOOD INVESTMENT GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330330), KINGWOOD INVESTMENT GROUP is subject to fiduciary duty under federal law.
KINGWOOD INVESTMENT GROUP is headquartered in KINGWOOD, TX.
KINGWOOD INVESTMENT GROUP serves 39 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, KINGWOOD INVESTMENT GROUP offers financial planning and portfolio management for individuals. View all service details ↓
KINGWOOD INVESTMENT GROUP manages $120 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, KINGWOOD INVESTMENT GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.66%
Average Client Assets: $1.8 million
Total Client Accounts: 430
Discretionary Accounts: 430
Regulatory Filings
CRD Number: 330330
Filing ID: 2054838
Last Filing Date: 2026-02-16 09:56:38