|
⚲
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| Kingwood Investment Group LLC
✚
|
|
|---|---|
| CRD # | 330330 |
| SEC # | 801-134979 |
| CIK # | |
| AUM | $126.5 M (2026-03-20) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 281-359-7900 |
| Address | 22001 Northpark Drive Kingwood, TX 77339 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 84.2 |
| (b) Individuals (high net worth individuals) | 16 | 41.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 439 | 126.5 |
| By Discretionary | ||
| Discretionary | 439 | 126.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 439 | 126.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.5 | |
| Total | 439 | 126.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Impact Fiduciary LLC
✚
|
CA | 0.1 |
|
Ashwood Advisors LLC
✚
|
MA | 0.1 |
|
Carmichael Capital Inc
✚
|
TN | 0.1 |
|
Brackenwood Capital Management LLC
✚
|
WA | 0.1 |
|
Artesa Financial Group LLC
✚
|
TX | 0.1 |
|
The Advisory Firm
✚
|
GA | 0.1 |
|
Financial Empowerment LLC
✚
|
MN | 0.1 |
|
Private Wealth Management LLC
✚
|
0.1 | |
|
VIP Planners Inc
✚
|
VA | 0.1 |
|
Live Oak Management Group LLC
✚
|
SC | 0.1 |