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Hybrid RIA

Kingswood U.S.

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Kingswood U.S. at a glance

Researched Oct 2026

Kingswood U.S. is a network of independent advisors built around the broker-dealer Kingswood Capital Partners and the RIA Kingswood Wealth Advisors, created in 2020 when U.K. wealth group Kingswood Holdings took control of Manhattan Harbor Capital. Its former parent is no longer listed: Pollen Street Capital's HSQ Investment took Kingswood Holdings private in April 2025 and later merged the U.K. group into Mattioli Woods, which dropped the Kingswood brand in Britain, while the U.S. business continues to operate as Kingswood U.S.

Assets under management (company-reported)
about $18 billion5
As of Dec 2025
Registered individuals
more than 3005
As of Dec 2025
Advisors recruited in 2024
28 advisors with nearly $1.4 billion in client assets6
As of Dec 2024
Origin
Kingswood Holdings bought a 50.1% controlling stake in Manhattan Harbor Capital, renamed Kingswood US, with hubs in Atlanta, New York and San Diego (2020)1
Ownership
Parent Kingswood Holdings delisted from London's AIM market on April 17, 2025, after Pollen Street Capital's HSQ Investment acquired about 99.7% of its shares2
Parent group status
Pollen Street merged Kingswood's U.K. business with Mattioli Woods (closed 2025) under the Mattioli Woods brand; coverage does not say whether the U.S. arm was part of that deal3
Leadership
Michael Nessim, CEO since April 20214

How advisors affiliate

  • Independent contractor (broker-dealer)Advisors affiliate as independent registered reps of Kingswood Capital Partners, a FINRA-registered broker-dealer that also allows fee-based business.5
  • Corporate RIAAdvisors can run advisory business through Kingswood Wealth Advisors, the firm's SEC-registered investment adviser, which consolidated its earlier Benchmark Advisory Services RIA under one brand.6

How advisors are paid

No firm-specific figures have been published that we could verify.

Joining: deals and equity

No firm-specific figures have been published that we could verify.

Figures are as reported by the sources below and change over time. Payout and deal figures are general ranges, not offers.

  1. Kingswood finalises majority stake purchase in MHC as part of US push Private Banker International, 2020
  2. HSQ completes Kingswood acquisition with 99.67% shareholder acceptance Investing.com, May 2025
  3. Mattioli Woods scraps Kingswood brand after merger Financial Planning Today, 2026
  4. Kingswood U.S. Names SPAC Leader Michael Nessim CEO AdvisorHub, Apr 2021
  5. Kingswood U.S. Expands Investment Banking Capabilities and Deepens Existing Alliance with ArcStone Securities, LLC with Equity Stake and Enhanced 2026 Strategy Newsfile, Dec 2025
  6. Kingswood US rounds up 2024 with 28 advisors, $1.4B AUM recruited InvestmentNews, Dec 2024

From the Newsroom

Kingswood U.S. on the wire

Search the wire →

No recent coverage. This page updates automatically as stories break.

Kingswood U.S.: questions

What kind of firm is Kingswood U.S.?

Kingswood U.S. is a network of independent advisors built around the broker-dealer Kingswood Capital Partners and the RIA Kingswood Wealth Advisors, created in 2020 when U.K. wealth group Kingswood Holdings took control of Manhattan Harbor Capital. Its former parent is no longer listed: Pollen Street Capital's HSQ Investment took Kingswood Holdings private in April 2025 and later merged the U.K. group into Mattioli Woods, which dropped the Kingswood brand in Britain, while the U.S. business continues to operate as Kingswood U.S.

How big is Kingswood U.S.?

Assets under management (company-reported): about $18 billion as of December 2025, according to Newsfile. Registered individuals: more than 300 as of December 2025, according to Newsfile. Advisors recruited in 2024: 28 advisors with nearly $1.4 billion in client assets as of December 2024, according to InvestmentNews.

How can an advisor affiliate with Kingswood U.S.?

Kingswood U.S. offers independent contractor (broker-dealer) and corporate ria. Advisors affiliate as independent registered reps of Kingswood Capital Partners, a FINRA-registered broker-dealer that also allows fee-based business. Advisors can run advisory business through Kingswood Wealth Advisors, the firm's SEC-registered investment adviser, which consolidated its earlier Benchmark Advisory Services RIA under one brand.

What is the latest news about Kingswood U.S.?

Financial ADVSR’s latest reporting on the firm is “Advisor moves, week of Oct 12–18, 2026: 18 moves, led by $3.5B Houston team” (October 19).