LP Profile

Kingwood Investment Group

Also known as kingwood

Wealth ManagerKingwood, United StatesFounded 2005
$127M
Assets Under Management
Kingwood
Headquarters
Investment Focus

About Kingwood Investment Group

Changing the way America plans for retirement™.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Kingwood Investment Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$126.5M
Total Clients
439
Filing Date
March 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Kingwood Investment Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Kingwood Investment Group?

Kingwood Investment Group is a wealth manager based in Kingwood, United States, managing approximately $127M in assets.

Where is Kingwood Investment Group headquartered?

Kingwood Investment Group is headquartered in Kingwood, United States.

How much does Kingwood Investment Group manage?

Kingwood Investment Group manages approximately $127M in assets under management.

When was Kingwood Investment Group founded?

Kingwood Investment Group was founded in 2005.

How can I contact Kingwood Investment Group?

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