KINGSTONE CAPITAL PARTNERS TEXAS, LLC

Overview

Kingstone Capital Partners Texas, LLC is an independent registered investment adviser that focuses on discretionary portfolio management and financial planning for both individual/family and institutional clients. The firm provides multi-faceted advisory services including planning, ongoing portfolio management for individuals and small businesses, institutional portfolio management and pension consulting. Their compensation blends a percentage-of-AUM model with hourly and fixed-fee engagements, which lets them accommodate both ongoing wealth management relationships and project-based planning work. Investment activity is weighted toward public equities. The firm reports a clear preference for exchange-traded equities and implements strategies that appear to favor separable, account-level management—SMAs and ETF-driven allocations—rather than pooled capital management. Kingstone Capital Partners Texas, LLC does not position itself as a capital allocator running collective investment vehicles; instead it selects third-party managers and direct investments where appropriate. The firm is not classified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices