$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
1 Employees
200 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- Eagle matrixUnison
- Established Date
- 06-01-2020
- Office Locations
- 2
Office Locations
3407 W Alberta RD Edinburg TX
401 East Hillside Road Laredo TX
About KWS Advisory Group, LLC
KWS Advisory Group, LLC is a Texas-based RIA serving retail clients, including entrepreneurs, with financial planning and portfolio management. The firm supports tax and estate planning, insurance and risk management, and implements asset-allocation portfolios primarily via ETFs through its SMA program, with assets custodied at SEI.
Team overview
37 AVG AGE
$9.1M AVG AUM / ADVISOR
$45.5K AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Fusion Alpha Harbor quantum
Client Personas
Ember oak
Custodian
Frontier horizon Zenith foundation Value Bridge alpha
Investment Themes
Oak Ridge insight Frontier
Investment Vehicles
Focus
Platform
Radial value
Services
Atlas radial Bridge matrix Glacier Pioneer Unison Ridge eagle Legacy vital
Technology
Matrix Ember horizon
Owner & Executives
Jeremiah Samuel Castaneda
Chief Compliance Officer, Managing Member
- CRD
- #6341581
- Ownership
- 25% but less than 50%
(590) 334-1133
summit.prime@unisoncapital.com
in linkedin.com/in/eagle-glacier
M
MIGUEL CHUCA
Managing Member
- CRD
- #4491705
- Ownership
- 25% but less than 50%
(270) 359-9288
capital.oak@embercapital.com
in linkedin.com/in/horizon-zenith
V
Vector matrix
Signal vertex
- CRD
- #75845
- Ownership
- 23.9%
(644) 548-3404
meridian.beacon@pioneercapital.com
in linkedin.com/in/foundation-catalyst
Showing 2 of 3 owners & executives
Unlock allContacts
J
Jose Alejandro Flores
--
- CRD
- #8124782
(623) 515-4389
unison.frontier@crestcapital.com
in linkedin.com/in/delta-meridian
V
Vania Magallanes
Executive Vice President
- CRD
- #7511846
(703) 316-2850
prime.ridge@atlascapital.com
in linkedin.com/in/oak-bridge
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,100,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,816,380,980 | 100.0% |
| Total | $4,816,380,980 | 100.0% |