KWS Advisory Group, LLC

RIAState Registered

Total AUM

$9.1M

Discretionary

$9.1M

100% of AUM

Avg account

$91K

Accounts

100

Employees

Advisory reps

Firm details

Headquarters: Edinburg, Texas
CRD number: 309184
Custodians: CHARLES SCHWAB & CO., INC., THE CAPITAL GROUP SECURITIES, INC., ASPIRE FINANCIAL SERVICES PCS RETIREMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

KWS Advisory Group, LLC is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm acts as a capital allocator and provides a mix of advisory and insurance services: financial planning, portfolio management for individuals and small businesses, selection of outside managers, and educational seminars or workshops. It also operates as an insurance broker and maintains an industry affiliation with an insurance company. Compensation is flexible and includes assets-under-management fees, hourly billing, and fixed-fee arrangements. The firm does not identify as an active ESG investor.