Kingstone Capital Partners Texas, LLC
Firm details
- Headquarters
- Frisco, Texas
- CRD number
- 281593
- Registered since
- September 22, 2020
- Website
- www.kingstonefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.3%
- Individuals31.85%
- Corporations / Businesses0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Kingstone Capital Partners Texas, LLC is an independent, SEC-registered RIA organized as an LLC and registered in 2020. The firm serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fee schedule includes asset-based fees as well as hourly and fixed-fee arrangements. The firm reports affiliations with accounting and insurance firms and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
1 of 1
Kenneth Blattenbauer
CEO & Investment Advisor RepresentativeCRD 5364643
Contacts
3 of 5
Gustavo Delafuente
Partner and DirectorCRD 2790932
Hannah Ellis
Director of OperationsCRD 6952680
Ike Ekeh
Portfolio ManagerCRD 6825683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Frisco, TX
Collin
Location
Frisco, TX
Headquartered in Frisco, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 6160 Warren Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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