Kingwood, TX Kingwood Dr. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mutual Advisors, LLC
Multi-team
Firm-wide stats for Mutual Advisors, LLC
About
Mutual Advisors, LLC serves a broad client mix that includes individual investors (both non‑HNW and high net worth), trusts and estates, retirement plan participants and sponsors, qualified purchasers, and institutional investors. Its Form ADV describes a range of services including asset management, financial planning and consulting, ERISA plan advisory & consulting, selection of third‑party money managers, sub‑advisory and wrap‑fee programs.
The firm provides advisory services on both discretionary and non‑discretionary bases and manages portfolios using a blend of active and passive strategies with an emphasis on diversification and alignment to each client’s stated objectives. Its IARs use multiple analytical approaches — including technical, fundamental, charting, relative‑strength and Modern Portfolio Theory — and the firm deploys third‑party tools such as a risk‑tolerance platform and a direct‑held account platform to tailor allocations for accounts like 401(k)s, 403(b)s, 529 plans and variable annuities.
Compared with many multi‑team peers, Mutual Advisors is notable for the scale and breadth of its institutional work — managing roughly $9.45 billion across 154 advisors — and for serving less common institutional types, including sovereign wealth fund clients. The ADV also discloses operational features that distinguish its offering: use of an Outsource Insurance Desk (OID) for annuity access, relationships with third‑party managers and TAMPs, and an affiliated broker‑dealer, all of which shape the firm’s service mix and are documented in its disclosures.
Based on Mutual Advisors, LLC
Expertise
Based on Mutual Advisors, LLC
Location
1801 Kingwood Dr., Ste. 160
Kingwood TX 77339
Advisors at this office
3
Advisors at this office
Christopher S
Series 65
Kingwood, TX
Mutual Advisors, LLC
Christopher Sewell is a financial advisor with Mutual Advisors, LLC, holding a Series 65 credential and six years of industry experience. Before joining Mutual Advisors in 2020, he worked at Brownline and Braden Advisors and KPMG. He is also involved with Wise Capital Partners, LLC, focusing on administration and operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a range of advisory services using both active and passive strategies tailored to client objectives and is noted for its scale in institutional work and its use of specialized operational features.
Miriam A
Series 66
Kingwood, TX
Mutual Advisors, LLC
Miriam Angel is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Mutual Advisors in 2019, she worked at Securities America Advisors Inc. and Williams Financial Group of Kingwood. She is also a partner and owner of Wise Capital Partners, LLC, a non-investment related business focusing on administration and operations. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services using a mix of active and passive strategies, and is notable for its scale of institutional management and specialized operational features.
Christopher W
CFP®, Series 65, Series 63
Kingwood, TX
Mutual Advisors, LLC
Christopher Wise is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior experience includes roles at Mutual Securities, Inc., WFG of Kingwood, and Jackson National Life. Outside of his advisory work, he owns and manages businesses in personal training, insurance, music production, and marketing for SBA loan services. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm employs a blend of active and passive investment strategies tailored to client objectives and utilizes multiple analytical approaches and third-party platforms to manage portfolios across a wide variety of account types.
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