KINGWOOD INVESTMENT GROUP

KINGWOOD INVESTMENT GROUP of KINGWOOD, TX is an SEC-registered investment adviser (CRD 330330). Regulatory assets under management: $126.5M.

Registration

• CRD: 330330
• SEC file number: 801-134979
• Type: Registered investment adviser
• Location: 22001 NORTHPARK DRIVE, KINGWOOD, TX, 77339
• Phone: 281-359-7900
• Latest filing: 2026-03-20
• Regulatory AUM: $126.5M
• Discretionary AUM: $126.5M
• Clients: 7
• Accounts: 439

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330330 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search