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KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CRD 281593 · SEC 801-119503
6160 WARREN PARKWAY, SUITE 100, FRISCO, TX, 75034, United States
Phone
8663611600
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.3M
Discretionary AUM
$182.3M
Team
8 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $58.1M |
| High net worth individuals | 37 | $122.7M |
| Corporations/business entities | 5 | $1.5M |
States served
CA, CO, MN, WI, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD