Kws Advisory Group, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 309184
· Edinburg, TX
· www.kwsfg.com
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ADV data as of Apr 28, 2026
- Regulatory AUM
- $9.1M
- Discretionary
- $9.1M
- Clients
- 100
- Avg AUM / client
- $91.0K
- Accounts
- 100
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 100 | $9.1M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeremiah Samuel Castaneda | Registered representative | Sep 2020 (6y) | ||
| Vania Magallanes | Registered representative | Mar 2022 (4y) | ||
| Jose Alejandro Flores | Registered representative | Jun 2025 (1y) | ||
| Miguel Chuca | Registered representative | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • FEES ARE NEGOTIABLE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗