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KIRKWOOD FINANCIAL SERVICES LLC

SEC RegisteredAdvisory

SAN ANTONIO, TX

Data as of Aug 18, 2026 · Source: SEC Form ADV

Rank in TX

#752

of 2,814 advisers by AUM

AUM change, 1 year

+27.4%

81st percentile in TX

AUM CAGR, 3 year

+33.2%

compound annual growth

Average account

$431K

across 928 accounts

AUM per adviser

$33M

12 advisers

Filing history

7

filings since 2021

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM

$400M

1-Year AUM Growth

+27.4%

3-Year CAGR

+33.2%

Employees

4

Assets Under Management

Total AUM$400M

Discretionary AUM$400M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients503

Team

Total Employees4

Investment Advisers12

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record7

First FilingMar 5, 2021

Latest FilingAug 18, 2026

Full AUM trend chart and 7 historical filings spanning 5+ years

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Registration

SEC RegisteredYes

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

93rd percentile

Composite rank among TX advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

1 on record

From SEC Schedule A/B filings

Names, titles, ownership bands and control-person status for each.

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Client Demographics

503 clients

116 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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Counts advisers in Texas reporting AUM on their latest Form ADV.

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