Kings Path Partners LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.5B

Discretionary

$607M

40% of AUM

Avg account

$2.6M

Accounts

589

Employees

Advisory reps

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, SEC-registered registered investment adviser formed as an LLC and operating since 2016. The firm is owner-controlled (individual ownership) and acts as a capital allocator for both individual/family and institutional clients. Its advisory services span financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and businesses, pension consulting, and selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and does not report multi-state adviser status.