Kingwood Investment Group

RIASEC Registered

Total AUM

$127M

Discretionary

$127M

100% of AUM

Avg account

$288K

Accounts

439

Employees

Advisory reps

Firm details

Headquarters: Kingwood, Texas
CRD number: 330330
Registered since: December 18, 2025
Website: www.thekig.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals66.51%
HNWI33.04%
Corporations / Businesses0.46%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Kingwood Investment Group is an independent, individual-owned RIA organized as an LLC. The firm is SEC registered (registered in 2025) and positions itself as a capital allocator for individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Kingwood also operates as an insurance broker, and its fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor and does not report multi-state adviser status.