Kingwood Investment Group

Financial planning in Kingwood, TX

SEC registeredNo commissions reported

Call (281) 359-7900 Send a message Map ↗

Public-record details

Address: 22001 Northpark Drive, Suite 245, Kingwood, TX 77339
Phone: (281) 359-7900
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Kingwood Investment Group, LLC
CRD number: 330330
Registration: SEC registered since 2025-12-18
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $126.5 million
Accounts managed: 439
Clients reported (Form ADV 5.D): 244
Individual / high-net-worth clients: 228 / 16
Employees: 7
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-20

SEC registered investment adviser, CRD 330330, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 330330 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Kingwood

D.h. Hill Advisors, INC.1543 Green Oak Place, Suite 200 · Kingwood, TX 77339 · (832) 644-1852 · Financial planningCRD 116324 · % of assets, Hourly charges, Fixed fees · $226.4 million AUMSEC registeredNo commissions reported Lifeplan Financial Services, LP1521 Green Oak Place, #194 · Kingwood, TX 77339 · (281) 446-7667 · Financial planningCRD 156548 · % of assets, Hourly charges, Fixed fees · $96.1 million AUMState registeredNo commissions reported Mtr Financial Services, LLC900 Rockmead Drive, Suite 151 · Kingwood, TX 77339 · (281) 913-1844 · Financial planningCRD 149078 · % of assets, Hourly charges · $119.9 million AUMSEC registeredNo commissions reported Roth Financial Partners LLC855 Rockmead Drive, Suite 703 · Kingwood, TX 77339 · (281) 973-8816 · Financial planningCRD 309814 · % of assets, Hourly charges, Fixed fees · $460.1 million AUMSEC registeredNo commissions reported Silverstone Private Wealth1525 Lakeville Drive, Ste 123 · Kingwood, TX 77339 · (281) 400-9030 · Financial planningCRD 338605 · % of assets, Fixed fees · $1.0 million AUMState registeredNo commissions reported US 1st Wealth Management1110 Kingwood Drive, 102a · Kingwood, TX 77339 · (281) 445-4869 · Financial planningCRD 117979 · Hourly charges, Fixed fees, OtherState registeredNo commissions reported Whitfill Investment Management, LLC1408 Stonehollow Dr, Suite A-400 · Kingwood, TX 77339 · (281) 812-4555 · Financial planningCRD 128668 · % of assets, Hourly charges, Fixed fees · $4.9 million AUMState registeredNo commissions reported

All 8 in Kingwood →