Kings Path Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Kings Path Partners reports 180 clients. They include 109 individual clients, 47 high-net-worth individuals and 16 charitable organizations. Of its assets, 39.7% ($607M across 565 accounts) are managed with discretion; $921M across 24 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 6% |
| High-net-worth individuals | 26% | 17% |
| Charitable organizations | 9% | 75% |
| Corporations and other businesses | 4% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 109 | $90.6M | 5.9% | $831K |
| High-net-worth individuals | 47 | $266M | 17.4% | $5.65M |
| Charitable organizations | 16 | $1.15B | 75.2% | $71.8M |
| Corporations and other businesses | 8 | $23.4M | 1.5% | $2.93M |
| Total | 180 | $1.53B | 100% | $8.49M |
- Clients
- 109
- Regulatory AUM
- $90.6M
- AUM share
- 5.9%
- Avg. per client
- $831K
- Clients
- 47
- Regulatory AUM
- $266M
- AUM share
- 17.4%
- Avg. per client
- $5.65M
- Clients
- 16
- Regulatory AUM
- $1.15B
- AUM share
- 75.2%
- Avg. per client
- $71.8M
- Clients
- 8
- Regulatory AUM
- $23.4M
- AUM share
- 1.5%
- Avg. per client
- $2.93M
Total
- Clients
- 180
- Regulatory AUM
- $1.53B
- AUM share
- 100%
- Avg. per client
- $8.49M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Kings Path Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Michael Mulcahy owns 50% to 75% of Kings Path Partners. The leadership team of Kings Path Partners includes President Kanen Helbig and Chief Compliance Officer Michael Mulcahy. It has 8 employees, 4 of them in advisory roles.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Kings Path Partners LLC
Michael Mulcahy
Control person · since May 2015
- Owns 5% to 10% of Kings Path Partners LLC
Mathew Tipton
since September 2024
- Owns 5% to 10% of Kings Path Partners LLC
Kanen Helbig
Control person · since February 2021
Kings Path Partners’ regulatory assets grew 2.2× from $683M (March 2021) to $1.53B (February 2026); clients rose from 76 to 180 and employees from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $1.53B | 180 | 8 | 1 |
| Jan 2025January 2025 | $1.27B | 168 | 7 | 1 |
| Jul 2024July 2024 | $1.06B | 157 | 6 | 1 |
| Apr 2023April 2023 | $981M | 133 | 7 | 1 |
| Mar 2022March 2022 | $746M | 105 | 6 | 1 |
| Mar 2021March 2021 | $683M | 76 | 5 | 1 |
Besides its headquarters, Kings Path Partners has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 1039 Imperial BLVD, Suite 201, Sugar LandHQ
Contact and registration details
- Legal name
- Kings Path Partners LLC
- Headquarters
- 1039 Imperial BLVD, Suite 201, Sugar Land, TX 77498
- Website
- Not reported
- Phone
- 832-500-3101
- @kings-path-partners
- SEC file
- 801-107995
- Structure
- Texas LLC
- Fiscal year end
- December
Kings Path Partners’ named custodians for separately managed accounts are U.S. Bancorp Investments ($905M, 60%), Fidelity ($336M, 22%) and Charles Schwab ($267M, 18%). Kings Path Partners has custody of $430M for 125 clients.
- FidelityNational Financial Services LLC · Boston, MA · $336M22%
- U.S. Bancorp InvestmentsU.S. Bancorp Investments, Inc. · St. Paul, MN · $905M60%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $267M18%
At year end, Kings Path Partners’ separately managed accounts were mostly in funds (77%) and stocks (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $376M across 353 positions; the largest are Vanguard Index Fds (11.2%), Goldman Sachs ETF TR (7.3%) and Schwab Strategic TR (6.4%).
What the accounts hold
- Stocks19%
- Funds77%
- Registered funds50%
- Pooled vehicles27%
- Bonds1%
- Cash3%
How many clients does Kings Path Partners have?
Kings Path Partners has 180 clients and manages $1.53 billion for them, as of February 2026. They include 109 individual clients, 47 high-net-worth individuals and 16 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026
What services does Kings Path Partners offer?
Kings Path Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Kings Path Partners use?
Kings Path Partners’ separately managed account assets are held at U.S. Bancorp Investments, Inc. (St. Paul, MN), with $905M, National Financial Services LLC (Boston, MA), with $336M and Charles Schwab & Co., Inc. (Westlake, TX), with $267M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026
How many financial advisors does Kings Path Partners have?
Kings Path Partners has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kings Path Partners invest in?
At the end of its last fiscal year, Kings Path Partners’ separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 27% pooled vehicles (private funds and similar), 19% exchange-traded equities, 3% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kings Path Partners?
Kings Path Partners’ direct owners are Michael Mulcahy (50% to 75%), Mathew Tipton (5% to 10%) and Kanen Helbig (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 February 2026
How does Kings Path Partners get paid?
Kings Path Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kings Path Partners?
Kings Path Partners’ main office is at 1039 Imperial BLVD, Suite 201, Sugar Land, TX 77498. Its phone number is 832-500-3101.