Kirkwood Financial Services LLC
● SEC registered since 2021CRD 169278SEC# 801-120719San Antonio, TX
Reg. AUM
$399.8M
Employees
12
Accounts
928
Location
San Antonio, TX
Kirkwood Financial Services LLC assets under management
Kirkwood Financial Services LLC operates as an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2021. It reports $399.8 million in regulatory assets under management and employs 12 people.
Kirkwood Financial Services LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jamin Colin Kirkwood Control | Managing Member, President, And Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Kirkwood Financial Services LLC manage?
Kirkwood Financial Services LLC reports $399.8 million in regulatory assets under management on its Form ADV.
How many employees does Kirkwood Financial Services LLC have?
Kirkwood Financial Services LLC reports 12 employees.
Where is Kirkwood Financial Services LLC located?
Kirkwood Financial Services LLC is based in San Antonio, TX and has been SEC-registered since 2021.
Does Kirkwood Financial Services LLC disclose fund performance?
Kirkwood Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4630 de Zavala Rd, San Antonio, TX 78249 |
| Phone | 210-428-6250 |
| Fax | 210-428-6251 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$399.8M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$399.8Mregulatory AUM
Discretionary $399.8M