RIA Intel›Advisers›Texas›KWS ADVISORY GROUP, LLC

KWS ADVISORY GROUP, LLC

Advisory

EDINBURG, TX

Data as of Apr 28, 2026 · Source: SEC Form ADV

Rank in TX

#2,376

of 2,813 advisers by AUM

Average account

$91K

across 100 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients100

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

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Peer Benchmarking

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

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

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Client Demographics

100 clients

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

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