K
CRD: 330330
Kingwood Investment Group
Kingwood, TX, 77339
2813597900
$126.5M Total AUM
$126.5M Disc. AUM
-- 3Y CAGR
7 Employees
244 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-09-2024
- Office Locations
- 2
Office Locations
22001 Northpark Drive Suite 245 Kingwood TX
-- Galveston TX
About Kingwood Investment Group
Kingwood Investment Group is a Kingwood-based RIA with 2 offices. The firm has been operating for 2 years. Managing $126.5M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$25.3M AVG AUM / ADVISOR
$518.6K AVG AUM / CLIENT
1.4 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Element momentum
Client Personas
Wave vector
Investment Themes
Insight legacy Vertex matrix
Investment Vehicles
Frontier
Services
Value zenith Ridge Capital Bridge insight Vital value Optima Legacy
Owner & Executives
GARY ROY ALDEN
Chief Executive Officer
- CRD
- #2515518
- Ownership
- 50% but less than 75%
(336) 691-3569
harbor.harbor@atlascapital.com
in linkedin.com/in/momentum-zenith
CHRISTOPHER ALAN ALDEN
Chief Compliance Officer, President
- CRD
- #5139289
- Ownership
- 25% but less than 50%
(380) 778-2149
catalyst.momentum@summitcapital.com
in linkedin.com/in/harbor-ridge
F
Fusion horizon
Delta focus
- CRD
- #14779
- Ownership
- 19.0%
(461) 466-9896
horizon.pioneer@insightcapital.com
in linkedin.com/in/horizon-peak
Showing 2 of 3 owners & executives
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TERRI A CANTERBURY
--
- CRD
- #2972916
(335) 271-1601
harbor.quantum@focuscapital.com
in linkedin.com/in/glacier-capital
A
ALEXANDER JOSEPH LIEPMAN
--
- CRD
- #6752932
(785) 383-6582
crest.matrix@meridiancapital.com
in linkedin.com/in/glacier-pathway
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,548,584 | $288,266 |
| Non-Discretionary | $0 | -- |
| Total | $126,548,584 | $288,266 |
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Separately Managed Accounts
Total SMA Asset: $126,548,584
Public Funds:
35.9% Equity - Exchange:
18.2% Cash:
34.1% Corporate - Investment Grade:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $668,217,756 | 35.9% |
| Equity - Exchange | $338,762,205 | 18.2% |
| Cash | $634,713,801 | 34.1% |
| Corporate - Investment Grade | $219,637,034 | 11.8% |
| Total | $1,861,330,796 | 100.0% |