Kings Path Partners LLC

RIASEC Registered

Total AUM

$1.5B

Discretionary

$607M

40% of AUM

Avg account

$2.6M

Accounts

589

Employees

8

Advisory reps

6

Firm details

Headquarters: Sugar Land, Texas
CRD number: 269876
Registered since: June 17, 2016
Website: www.kingspath.com
Custodians: U.S. BANCORP INVESTMENTS, INC., NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Charitable Organizations75.16%
HNWI17.38%
Individuals5.93%
Corporations / Businesses1.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kings Path Partners LLC is an independent, individually owned registered investment adviser that began SEC registration in 2016. The firm operates as a capital allocator for a mix of high-net-worth individuals, families and institutional clients, offering financial planning, portfolio management for individuals and businesses, pension consulting and the selection of other advisers. Its fee schedules include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Kings Path does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds50%
Private Funds27%
Exchange Traded Equities19%
Cash & Cash Equivalents3%
State & Local Bonds1%

Contacts

3 of 6

Kanen Helbig
Vice PresidentCRD 6924443
Michael Mulcahy
Vice PresidentCRD 7037495
Michael Mulcahy
Founder & PresidentCRD 4647207

Unlock 3 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 173

Active vs passive

$345M in ETFs

Passive

68%

$233M

Active

31%

$112M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$42M	112,098	12.16%

Unlock additional holdings →

Primary office

Sugar Land, TX

Fort Bend

Location

Sugar Land, TX

Headquartered in Sugar Land, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area: Houston-The Woodlands, TX
Region: South
County: Fort Bend
Address: 1039 Imperial Blvd
Time zone: CT (UTC-6)
Office locations

Similar firms

WJ Interests, LLC

Sugar Land, TX

AUM $634MTEAM 10REPS 7

RWM Capital, LLC

Sugar Land, TX

AUM $222MTEAM 63REPS 14

Verus Financial Group

Sugar Land, TX

AUM $159MTEAM 8REPS 4

Chung Wu Investment Group, LLC

Sugar Land, TX

AUM $147MTEAM 2REPS 2

Incomar Investments, LLC

Sugar Land, TX

AUM $91.9MTEAM 2REPS 2

Sweetwater Financial Advisors, LLC

Sugar Land, TX

AUM $84.4MTEAM 3REPS 2

More RIAs in Sugar Land →All Texas RIAs →