# Springwood Financial Advisors

> Springwood Financial Advisors is a state-registered investment advisory firm in Dallas, TX, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 131190
- Filed as: SPRINGWOOD FINANCIAL ADVISORS
- Legal name: KLE Consulting, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131190
- AdvisorCensus page: https://advisorcensus.com/firm/springwood-financial-advisors-dallas-tx-131190

## Quick answers

**How is Springwood Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Springwood Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Springwood Financial Advisors located?**
Springwood Financial Advisors' principal office is in Dallas, TX, according to its Form ADV.

**Is Springwood Financial Advisors registered with the SEC or a state?**
Springwood Financial Advisors is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 131190.

**How much does Springwood Financial Advisors manage?**
Springwood Financial Advisors reports $23,796,615 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (76% discretionary).

**What types of clients does Springwood Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Springwood Financial Advisors 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/131190

## 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: $23,796,615
- Discretionary: $18,151,965
- Non-discretionary: $5,644,650

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $23,796,615 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 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)
- springwood-financial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Springwood Financial Advisors (CRD 131190): Form ADV filing data as of October 2026.