Kingstone Capital Partners Texas, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Frisco, TX. Its latest Form ADV filing, dated April 7, 2026, reports $182M in regulatory assets under management, 8 employees, 3 offices, and 479 accounts.
Assets Under Management
$182M
Employees
8
Offices
3 offices
Total Clients
192
Primary office
FRISCO, TX
6160 WARREN PARKWAY, SUITE 100, FRISCO, TX, United States
Top client segmentIndividuals represent 78.1% of total clients.
Top client categories% of clientsClients
1
Individuals
78.1%
150
2
HNWI
19.3%
37
3
Corporations
2.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$182Mas of April 7, 2026
Discretionary100.0%
$182M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$182M
Total Accounts479
10Y AUM Change+$75M (+70.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee24:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.