Edinburg, TX Office
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KWS Advisory Group, LLC
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About
KWS Advisory Group, LLC provides discretionary asset management and financial planning to individuals, trusts, estates and business entities. The firm reports approximately $18.33 million in assets under management across 224 advisory clients and offers ongoing portfolio management as well as retirement account services, including work with 403(b) arrangements.
KWS typically manages client accounts on a discretionary basis and uses a mix of fundamental, technical, charting and cyclical analysis to construct portfolios; it also leverages third‑party managers and platforms (including SEI, Gradient, Capital Group and Aspire) for custody, trading, rebalancing and model implementation. Financial planning is offered on either an hourly or fixed‑fee basis with work products delivered within the stated timelines and the firm may group related client accounts for fee determination and administration.
Noteworthy features disclosed in the brochure include that several firm principals are also licensed insurance agents and the firm may receive commissions from the sale of insurance products, and KWS maintains a solicitor/advisor arrangement with a third‑party manager for which it receives referral compensation — both of which are identified conflicts of interest and are disclosed to clients. The firm’s ownership structure includes a 25% stake held by an affiliated financial‑services LLC, it does not impose an account minimum, and it declines authority to vote client proxies, leaving voting responsibility with clients.
Based on KWS Advisory Group, LLC
Location
3407 W Alberta Rd
Edinburg TX 78539
Advisors at this office
3
Advisors at this office
Jeremiah C
Series 63, Series 65
Edinburg, TX
KWS Advisory Group, LLC
Jeremiah Castaneda is a financial advisor at KWS Advisory Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including St. Bernard Financial Services, Regal Investment Advisors, and KWS Financial Group. Prior to his advisory career, he spent nine years with Edinburg CISD. KWS Advisory Group, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm uses a blend of fundamental, technical, charting, and cyclical analysis in portfolio construction and partners with third-party managers and platforms for custody and trading services.
Miguel C
Series 63, Series 65
Edinburg, TX
KWS Advisory Group, LLC
Miguel Chuca is a financial advisor with KWS Advisory Group, LLC in Edinburg, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Regulus Advisors, LLC and Money Concepts Capital Corp. Outside of his advisory work, he serves as an administrator providing training to educators on data analysis software at Region One Education Service Center. KWS Advisory Group, LLC offers discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $18.33 million in assets for 224 clients, utilizing a blend of fundamental, technical, charting, and cyclical analysis, while also leveraging third-party managers and platforms for portfolio implementation.
Jose F
Series 65
Edinburg, TX
KWS Advisory Group, LLC
Jose Flores is a financial advisor with KWS Advisory Group, LLC, holding a Series 65 designation and one year of industry experience. He has worked at Region One Education Service Center since 2007. Flores is also involved in life insurance and annuity sales through KWS Financial Group, LLC. KWS Advisory Group, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and offers ongoing management and retirement account services, including 403(b) plans.
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