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Kingston Investments Inc (Houston)


Kingston Investments Inc is a large advisory firm based in Houston. It manages $33.01 million of regulatory assets for 136 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

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Kingston Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kingston Investments: assets under management

The assets under management (AUM) of Kingston Investments Inc is $33.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $242.71 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kingston Investments Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Kingston Investments Inc performs its advisory services is located at 5065 Westheimer, Houston, TX 77056 5600, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-532-7800 or by fax 713-532-7817. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.kingstoninvestments.com.


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