# KWS Advisory Group, LLC

> 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.

- CRD: 309184
- Filed as: KWS ADVISORY GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edinburg, TX
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309184
- AdvisorCensus page: https://advisorcensus.com/firm/kws-advisory-group-llc-edinburg-tx-309184

## Quick answers

**How is KWS Advisory Group, LLC compensated?**
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).

**Where is KWS Advisory Group, LLC located?**
KWS Advisory Group, LLC's principal office is in Edinburg, TX, according to its Form ADV.

**Is KWS Advisory Group, LLC registered with the SEC or a state?**
KWS Advisory Group, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309184.

**How much does KWS Advisory Group, LLC manage?**
KWS Advisory Group, LLC reports $9,100,000 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**What types of clients does KWS Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100).

**Does KWS Advisory Group, 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/309184

**What changed in KWS Advisory Group, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 4.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,100,000
- Discretionary: $9,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $9,100,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kwsfg.com
- Facebook @kwsfg
- Facebook @mchucaKWS

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KWS Advisory Group, LLC (CRD 309184): Form ADV filing data as of October 2026.