KINGWOOD INVESTMENT GROUP
Firm details
- Headquarters
- Kingwood, Texas
- CRD number
- 330330
- Registered since
- December 18, 2025
- Website
- www.thekig.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals66.51%
- HNWI33.04%
- Corporations / Businesses0.46%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kingwood Investment Group is an independent RIA organized as an LLC and SEC-registered in 2025. Ownership is held by an individual principal and the firm focuses on serving individual and family clients with financial planning and discretionary portfolio management for individuals and small business owners. Its client billing blends AUM-based fees with hourly and fixed-fee engagements. Kingwood does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities25%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1GARY ALDEN
CEOCRD 2515518
Contacts
3 of 4CHRISTOPHER ALDEN
President & Financial PlannerCRD 5139289
CONOR MULLENS
Vice PresidentCRD 8199329
TERRI CANTERBURY
Investment Advisor RepresentativeCRD 2972916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kingwood, TX
HARRIS
Location
Kingwood, TX
Headquartered in Kingwood, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 22001 Northpark Dr
- Time zone
- CT (UTC-6)
- Office locations
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