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 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.

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.