Kingwood Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high‑net‑worth clients, offering managed account programs and participant account oversight for retirement plan assets. The firm indicates it has no account minimum and, as of January 23, 2026, reports its assets under management as fully discretionary.
KIG tailors advice to client objectives and risk tolerances and employs a mix of asset‑allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term strategies; it may also recommend unaffiliated third‑party sub‑advisors to manage all or portions of client portfolios. The firm uses a third‑party platform to connect and rebalance held‑away participant accounts and may aggregate trades across client accounts for execution.
Distinctive features include a recent transition to operating as a registered investment adviser with SEC registration after beginning RIA operations in 2024, and principals who are also licensed insurance agents and may offer commissionable insurance products (the brochure notes up to 30% of their time may be spent on those activities). The firm does not vote client proxies, typically delivers a one‑time financial plan unless additional services are contracted, and maintains limited custody through fee deduction and standing transfer authorizations rather than physical custody.
Client services
Expertise
Fee options
Financial planning fixed fees range from $500 to $5,000 per project
$0 - $500,000: 1.50% $500,001 - $750,000: 1.40% $750,001 - $1,000,000: 1.30% $1,000,001 - $4,000,000: 1.20% $4,000,001 - $7,000,000: 1.00% $7,000,001+: 0.80%
$300 - $500 per hour, negotiable
Main office
22001 Northpark Drive, Suite 245
Kingwood TX 77339
Advisors at this office
5
Most active in
New Hampshire · New York · Texas
Also doing business as
Kingwood Investment Group · Kingwood Investment Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alexander L
Series 66
Kingwood, TX
Kingwood Investment Group
Alexander Liepman is a financial advisor at Kingwood Investment Group with nine years of industry experience. He holds the Series 66 designation and previously worked at Next Financial Group, Inc. for eight years and Brooks Brothers for one year. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing a combination of asset allocation, dollar-cost averaging, technical analysis, and varied investment strategies tailored to client objectives and risk tolerances. The firm also offers managed account programs and participant account oversight for retirement plan assets.
Terri C
Series 66
Kingwood, TX
Kingwood Investment Group
Terri Canterbury is a financial advisor with Kingwood Investment Group, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at NEXT Financial Group, Cetera Advisor Networks LLC, Alegent Health Care Systems, and HSBC Securities (USA) Inc. Outside of her advisory work, she operates Gulf View Insurance Solutions as an insurance agent and provides healthcare navigation consulting as a sole proprietor. Kingwood Investment Group offers discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm employs a variety of strategies tailored to client objectives and risk tolerances, including asset allocation and technical analysis, and may utilize third-party sub-advisors to manage client portfolios.
Gary A
Series 63, Series 65
Kingwood, TX
Kingwood Investment Group
Gary Alden is a financial advisor with Kingwood Investment Group, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at NEXT Financial Group, LPL Financial, and UBS Financial Services. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing varied strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm operates as an SEC-registered investment adviser and may utilize third-party sub-advisors and platforms to manage and rebalance client portfolios.
Conor M
Series 65
Kingwood, TX
Kingwood Investment Group
Conor Mullens is a financial advisor at Kingwood Investment Group in Kingwood, TX, holding a Series 65 designation. He has one year of experience in the financial services industry, having joined Kingwood Investment Group in 2025 after a ten-year tenure at Bruker Scientific LLC. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm offers tailored advice based on client objectives and risk tolerances, utilizing a mix of asset allocation, dollar-cost averaging, technical analysis, and various investment strategies, and may engage third-party sub-advisors to manage client portfolios.
Christopher A
Series 66
Kingwood, TX
Kingwood Investment Group
Christopher Alden is a financial advisor at Kingwood Investment Group with six years of industry experience. He holds the Series 66 designation and has worked at Kingwood Investment Group since 2024, following five years at NEXT Financial Group. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing a variety of strategies including asset allocation and technical analysis. The firm recently transitioned to SEC registration and offers managed account programs and participant account oversight for retirement plan assets.
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