A complete list of active advisors currently associated with Kingwood Investment Group

Warmer can help you find a great advisor at Kingwood Investment Group or one who fits your needs even better.

Kingwood Investment Group is a SEC-registered advisory team that serves individual and high-net-worth clients, managing roughly $126.5 million across about 244 client relationships with a five-advisor team. The firm provides discretionary portfolio management, financial planning, and advisory oversight that can include third‑party sub‑advisors and participant account management for defined contribution plans. Investment advice is tailored to client goals, time horizon, and risk tolerance, drawing on asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches, with accounts reviewed at least quarterly. KIG implements discretionary rebalancing and may recommend unaffiliated sub‑advisors; it also uses a third‑party platform to manage held‑away participant accounts without taking physical custody of client assets. Notable distinctions include a recent transition to operating as an RIA (began RIA operations in May 2024 and applied for SEC registration in 2025), and routine use of sub‑advisors and a held‑away participant platform—features that are less common among peers in this size cohort. The firm’s principals are also licensed insurance agents and may offer commissionable insurance products (a disclosed potential conflict), and financial planning is typically delivered as a one‑time plan with additional services available for a separate fee.

To learn more about the advisors currently working at Kingwood Investment Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.