# KOWAL INVESTMENT GROUP, LLC

KOWAL INVESTMENT GROUP, LLC of BROOKFIELD, WI is an SEC-registered investment adviser.

## Registration

- CRD: 113169
- Type: SEC-registered investment adviser
- SEC file number: 801-119756
- Location: 17775 WEST BLUEMOUND ROAD, BROOKFIELD, WI, 53045
- Phone: (262) 522-4040
- Latest filing: 2024-09-11
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 22
- Accounts: 4,527

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| KOWAL JEFFREY DAVIS | FOUNDER / SENIOR FINANCIAL ADVISOR; MANAGING MEMBER AND PRESIDENT | — |
| KOWAL AARON TIMOTHY | MANAGING DIRECTOR, SENIOR FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113169/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113169/similar
- Related entities: https://search.stillhousedata.com/firm/113169/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113169

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.