# K&S Wealth Advisors, LLC

> K&S Wealth Advisors, LLC is a state-registered investment advisory firm in Lubbock, TX, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 294310
- Filed as: K&S WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lubbock, TX
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/294310
- AdvisorCensus page: https://advisorcensus.com/firm/k-and-s-wealth-advisors-llc-lubbock-tx-294310

## Quick answers

**How is K&S Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), K&S Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is K&S Wealth Advisors, LLC located?**
K&S Wealth Advisors, LLC's principal office is in Lubbock, TX, according to its Form ADV.

**Is K&S Wealth Advisors, LLC registered with the SEC or a state?**
K&S Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 294310.

**How much does K&S Wealth Advisors, LLC manage?**
K&S Wealth Advisors, LLC reports $76,585,446 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does K&S Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (31).

**Does K&S Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/294310

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $76,585,446
- Discretionary: $76,585,446
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $5,366,594 |
| High net worth individuals | 40 | $71,218,852 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. K&S Wealth Advisors, LLC (CRD 294310): Form ADV filing data as of October 2026.