Kingstone Capital Partners Texas provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Kingstone Capital Partners Texas reports 192 clients. They include 150 individual clients, 37 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 100.0% ($182M across 479 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 32% |
| High-net-worth individuals | 19% | 67% |
| Corporations and other businesses | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 150 | $58.1M | 31.9% | $387K |
| High-net-worth individuals | 37 | $123M | 67.3% | $3.32M |
| Corporations and other businesses | 5 | $1.54M | 0.8% | $309K |
| Total | 192 | $182M | 100% | $949K |
- Clients
- 150
- Regulatory AUM
- $58.1M
- AUM share
- 31.9%
- Avg. per client
- $387K
- Clients
- 37
- Regulatory AUM
- $123M
- AUM share
- 67.3%
- Avg. per client
- $3.32M
- Clients
- 5
- Regulatory AUM
- $1.54M
- AUM share
- 0.8%
- Avg. per client
- $309K
Total
- Clients
- 192
- Regulatory AUM
- $182M
- AUM share
- 100%
- Avg. per client
- $949K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Kingstone Capital Partners Texas charges 0.50%–2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- One-Time Financial Planning
- One-time financial planning is generally a fixed fee of $500 to $10,000, or an hourly fee of $250 to $350.
- Ongoing Financial Planning
- Ongoing financial planning is generally a fixed fee of $4,000 to $10,000 per year, billed quarterly in advance.
- Pension Consulting Services
- Pension consulting fees range from 0.25% to 1.0% of plan assets, calculated and assessed quarterly in advance.
Kingstone Partners Holdings 1 LLC owns 75% or more of Kingstone Capital Partners Texas and is in turn owned by KB Squared Investments, LLC (50–75%). The leadership team of Kingstone Capital Partners Texas includes President Kenneth Blattenbauer. It has 8 employees, 7 of them in advisory roles.
Staff
- 8 employees
- 7 in advisory functions
- 7 state-registered reps
- 5 insurance agents
- Owns 75% or more of Kingstone Capital Partners Texas, LLC
Kingstone Partners Holdings 1 LLC
Control person · since June 2015
- Owns 50% to 75% of Kingstone Partners Holdings 1 LLC
KB Squared Investments, LLC
Control person · since February 2020
- Owns 75% or more of KB Squared Investments, LLC
Kenneth Blattenbauer
Control person · since July 2014
Kingstone Capital Partners Texas’ regulatory assets grew from $122M (March 2021) to $182M (April 2026); clients were 192 in both filings and employees fell from 9 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $182M | 192 | 8 | 4 |
| Mar 2025March 2025 | $158M | 199 | 8 | 4 |
| Jul 2024July 2024 | $145M | 266 | 8 | 4 |
| Apr 2023April 2023 | $125M | 217 | 10 | 4 |
| Apr 2022April 2022 | $129M | 238 | 10 | 4 |
| Mar 2021March 2021 | $122M | 198 | 9 | 4 |
Besides its headquarters, Kingstone Capital Partners Texas has 3 offices, with 4 listed addresses across 4 states.
California · 1 listed address
- 845 15th St, San Diego
Colorado · 1 listed address
- 4600 South Syracuse Street, Denver
Minnesota · 1 listed address
- 7900 International Drive, Bloomington
Texas · 1 listed address
- 6160 Warren Parkway, Suite 100, FriscoHQ
Contact and registration details
- Legal name
- Kingstone Capital Partners Texas, LLC
- Headquarters
- 6160 Warren Parkway, Suite 100, Frisco, TX 75034
- Website
- kingstonefinancial.com
- Phone
- 866-361-1600
- @kingstone-capital-partners
- SEC file
- 801-119503
- Structure
- Delaware LLC
- Fiscal year end
- December
Kingstone Capital Partners Texas’ named custodian for separately managed accounts is Charles Schwab ($182M). Kingstone Capital Partners Texas has custody of $1.53M for 5 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $182M100%
At year end, Kingstone Capital Partners Texas’ separately managed accounts were mostly in stocks (67%) and funds (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $188M across 60 positions; the largest are Nvidia Corporation (14.4%), Alphabet Inc. (6.7%) and iShares TR (5.5%).
What the accounts hold
- Stocks67%
- Funds30%
- Cash3%
- Other1%
- Fixed income1%
How many clients does Kingstone Capital Partners Texas have?
Kingstone Capital Partners Texas has 192 clients and manages $182 million for them, as of April 2026. They include 150 individual clients, 37 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 April 2026
What services does Kingstone Capital Partners Texas offer?
Kingstone Capital Partners Texas provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kingstone Capital Partners Texas charge?
Kingstone Capital Partners Texas charges 0.50%–2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: KINGSTONE CAPITAL PARTNERS TEXAS LLC - FORM ADV PART 2A, filed 7 April 2026
Which custodians does Kingstone Capital Partners Texas use?
Kingstone Capital Partners Texas’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $182M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 April 2026
How many financial advisors does Kingstone Capital Partners Texas have?
Kingstone Capital Partners Texas has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are 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 Kingstone Capital Partners Texas invest in?
At the end of its last fiscal year, Kingstone Capital Partners Texas’ separately managed accounts held 67% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 1% other. The 1% other category is described as: Fixed Income.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kingstone Capital Partners Texas?
Kingstone Capital Partners Texas is owned through a chain of holding companies by Kenneth Blattenbauer. Its direct owner is Kingstone Partners Holdings 1 LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 April 2026
How does Kingstone Capital Partners Texas get paid?
Kingstone Capital Partners Texas 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 Kingstone Capital Partners Texas?
Kingstone Capital Partners Texas’ main office is at 6160 Warren Parkway, Suite 100, Frisco, TX 75034. Its phone number is 866-361-1600. Its website is kingstonefinancial.com.