{
  "crd_number": 309184,
  "slug": "kws-advisory-group-llc-edinburg-tx-309184",
  "primary_business_name": "KWS ADVISORY GROUP, LLC",
  "legal_name": "KWS ADVISORY GROUP, LLC",
  "dbas": [],
  "city": "Edinburg",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "32580",
  "metro": {
    "cbsa_code": "32580",
    "common_name": "McAllen",
    "msa_name": "McAllen-Edinburg-Mission, TX",
    "path": "/advisors/tx/mcallen"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-09-16",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-09-21",
  "carried_forward": false,
  "raum_total": 9100000.0,
  "raum_discretionary": 9100000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 9100000.0,
      "count": 100
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://facebook.com/kwsfg",
    "https://facebook.com/mchucaKWS",
    "https://kwsfg.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309184",
  "city_as_filed": "EDINBURG",
  "url": "https://advisorcensus.com/firm/kws-advisory-group-llc-edinburg-tx-309184",
  "display_name": "KWS Advisory Group, LLC",
  "summary": "KWS Advisory Group, LLC is a state-registered investment advisory firm in Edinburg, TX, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.",
  "citation": "AdvisorCensus. KWS Advisory Group, LLC (CRD 309184): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is KWS Advisory Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), KWS Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is KWS Advisory Group, LLC located?",
      "a": "KWS Advisory Group, LLC's principal office is in Edinburg, TX, according to its Form ADV."
    },
    {
      "q": "Is KWS Advisory Group, LLC registered with the SEC or a state?",
      "a": "KWS Advisory Group, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309184."
    },
    {
      "q": "How much does KWS Advisory Group, LLC manage?",
      "a": "KWS Advisory Group, LLC reports $9,100,000 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does KWS Advisory Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100)."
    },
    {
      "q": "Does KWS Advisory Group, LLC report any disciplinary disclosures?",
      "a": "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/309184"
    },
    {
      "q": "What changed in KWS Advisory Group, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 1 to 4."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 4."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/kws-advisory-group-llc-edinburg-tx-309184.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 100,
      "fewer_than_5": false,
      "raum": 9100000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309184",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}