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KINGS PATH PARTNERS LLC
CRD 269876 · SEC 801-107995
1039 IMPERIAL BLVD, SUITE 201, SUGAR LAND, TX, 77498, United States
Phone
(832) 500-3101
Fax
(281) 909-3414
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.53B
Discretionary AUM
$607.4M
Team
8 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $90.6M |
| High net worth individuals | 47 | $265.7M |
| Charitable organizations | 16 | $1.15B |
| Corporations/business entities | 8 | $23.4M |
States served
CO, OK, TX
All web addresses on file
Official SEC filing: View on IAPD