{"url":"https://nivawealth.com/firms/kingstone-capital-partners-texas-281593","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281593","regulatoryAum":182298168,"crd":"281593","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5364643","suffix":"JR","lastName":"BLATTENBAUER","firstName":"KENNETH","middleName":"ANTHONY"},{"crd":"2790932","suffix":null,"lastName":"DELAFUENTE","firstName":"GUSTAVO","middleName":"A"},{"crd":"6825683","suffix":null,"lastName":"Ekeh","firstName":"Ike","middleName":"Ebere"},{"crd":"6952680","suffix":null,"lastName":"Ellis","firstName":"Hannah","middleName":"May"},{"crd":"6637617","suffix":null,"lastName":"Morin","firstName":"Erik","middleName":null},{"crd":"7964444","suffix":null,"lastName":"Spahn","firstName":"Jon","middleName":"Thomas"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":122340143,"clients":198,"employees":9,"offices":4},{"filedOn":"2022-04-28","regulatoryAum":129413211,"clients":238,"employees":10,"offices":4},{"filedOn":"2023-04-27","regulatoryAum":125479616,"clients":217,"employees":10,"offices":4},{"filedOn":"2024-07-26","regulatoryAum":145300092,"clients":266,"employees":8,"offices":4},{"filedOn":"2025-03-27","regulatoryAum":158051622,"clients":199,"employees":8,"offices":4},{"filedOn":"2026-04-07","regulatoryAum":182298168,"clients":192,"employees":8,"offices":4}],"secFileNumber":"801-119503","legalName":"Kingstone Capital Partners Texas, LLC","displayName":"Kingstone Capital Partners Texas","slug":"kingstone-capital-partners-texas-281593","website":"https://kingstonefinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/kingstone-capital-partners","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6160 Warren Parkway, Suite 100","city":"Frisco","state":"TX","stateName":"Texas","country":"United States","postalCode":"75034"},"tradeNames":[],"registration":{"secApproved":"22 September 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":966606.8770053476,"staff":{"employees":8,"advisory":7,"brokerDealerReps":0,"insuranceAgents":5,"promoters":0},"aum":{"regulatory":182298168,"discretionary":182298168,"discretionaryAccounts":479,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":150,"regulatoryAum":58062037},{"label":"High-net-worth individuals","clients":37,"regulatoryAum":122693449},{"label":"Corporations and other businesses","clients":5,"regulatoryAum":1542682}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040647","versionId":1040647,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-04-07","documentName":"KINGSTONE CAPITAL PARTNERS TEXAS LLC - 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kingstone Capital Partners Texas offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kingstone Capital Partners Texas charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kingstone Capital Partners Texas use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kingstone Capital Partners Texas have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kingstone Capital Partners Texas invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kingstone Capital Partners Texas?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kingstone Capital Partners Texas get paid?","answer":"Kingstone Capital Partners Texas is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}