# Kingwood Investment Group

> Kingwood Investment Group is an SEC-registered investment advisory firm in Kingwood, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 330330
- Filed as: KINGWOOD INVESTMENT GROUP
- Legal name: Kingwood Investment Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kingwood, TX
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330330
- AdvisorCensus page: https://advisorcensus.com/firm/kingwood-investment-group-kingwood-tx-330330

## Quick answers

**How is Kingwood Investment Group compensated?**
On its Form ADV (Item 5.E, October 2026), Kingwood Investment Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Kingwood Investment Group charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Hourly rate: $300 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kingwood Investment Group located?**
Kingwood Investment Group's principal office is in Kingwood, TX, according to its Form ADV.

**Is Kingwood Investment Group registered with the SEC or a state?**
Kingwood Investment Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 330330.

**How much does Kingwood Investment Group manage?**
Kingwood Investment Group reports $126,548,584 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Kingwood Investment Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (228); high net worth individuals (16).

**Which custodians does Kingwood Investment Group use?**
Kingwood Investment Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kingwood Investment Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330330

**Does Kingwood Investment Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Kingwood Investment Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

- Hourly rate: $300 to $500 an hour (financial planning services)

> Hourly fees range from $300 - $500 per hour, depending on what is negotiated between KIG and the client and based on the complexity and length of the services provided.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $126,548,584
- Discretionary: $126,548,584
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 228 | $84,163,495 |
| High net worth individuals | 16 | $41,808,756 |
| Corporations or other businesses not listed above | Fewer than 5 | $576,333 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thekig.com

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Registered or notice-filed in NH.

### March 2026
- Registered or notice-filed in NY.

### January 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kingwood Investment Group (CRD 330330): Form ADV filing data as of October 2026.