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KINGSTONE CAPITAL PARTNERS TEXAS, LLC

6160 Warren Parkway
Suite 100
Frisco, Texas 75034
Tel: 8663611600

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About KINGSTONE CAPITAL PARTNERS TEXAS, LLC

KINGSTONE CAPITAL PARTNERS TEXAS, LLC, formally registered with the SEC as KINGSTONE CAPITAL PARTNERS TEXAS, LLC. The firm was established in 09/22/2020. They have over 4 offices throughout the country.

KINGSTONE CAPITAL PARTNERS TEXAS, LLC is a Frisco, Texas based Financial Planning firm with nearly $145,300,092 assets under management, offering retirement planning & investment advisory services to 463 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#281593
SEC#801-119503
Assets Managed by Firm$145,300,092
No. of Clients463
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total463$145,300,092
Individuals (other than high net worth individuals)190$30,614,919
High net worth individuals65$68,821,038
Corporations or other businesses11$45,864,135

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