{ "crd_number": 269876, "slug": "kings-path-partners-llc-sugar-land-tx-269876", "primary_business_name": "KINGS PATH PARTNERS LLC", "legal_name": "KINGS PATH PARTNERS LLC", "dbas": [], "city": "Sugar Land", "state": "TX", "country": "United States", "cbsa_code": "26420", "metro": { "cbsa_code": "26420", "common_name": "Houston", "msa_name": "Houston-Pasadena-The Woodlands, TX", "path": "/advisors/tx/houston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-06-17", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-02-05", "carried_forward": false, "raum_total": 1528651048.0, "raum_discretionary": 607402061.0, "raum_non_discretionary": 921248987.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 8, "advisory_employees": 4, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 1148985075.0, "count": 16 }, "individuals": { "raum": 90588480.0, "count": 109 }, "high_net_worth_individuals": { "raum": 265676989.0, "count": 47 }, "corporations_other_businesses": { "raum": 23400504.0, "count": 8 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CO", "OK", "TX" ], "websites": [ "https://facebook.com/kingspathpartners", "https://kingspath.com", "https://linkedin.com/company/kings-path-partners?viewAsMember=true" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/269876", "city_as_filed": "SUGAR LAND", "url": "https://advisorcensus.com/firm/kings-path-partners-llc-sugar-land-tx-269876", "display_name": "Kings Path Partners LLC", "summary": "Kings Path Partners LLC is an SEC-registered investment advisory firm in Sugar Land, TX, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 5, 2026.", "citation": "AdvisorCensus. Kings Path Partners LLC (CRD 269876): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Kings Path Partners LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Kings Path Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Kings Path Partners LLC located?", "a": "Kings Path Partners LLC's principal office is in Sugar Land, TX, according to its Form ADV." }, { "q": "Is Kings Path Partners LLC registered with the SEC or a state?", "a": "Kings Path Partners LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 269876." }, { "q": "How much does Kings Path Partners LLC manage?", "a": "Kings Path Partners LLC reports $1,528,651,048 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (40% discretionary)." }, { "q": "How have Kings Path Partners LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Kings Path Partners LLC: Regulatory assets under management: $682,508,368 in the October 2021 data and $1,528,651,048 in the October 2026 data, up 124%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Kings Path Partners LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); high net worth individuals (47); charitable organizations (16)." }, { "q": "Which custodians does Kings Path Partners LLC use?", "a": "Kings Path Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., National Financial Services LLC and U.S. Bancorp Investments, Inc. as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Kings Path Partners LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/269876" }, { "q": "What changed in Kings Path Partners LLC's recent Form ADV filings?", "a": "In the March 2026 filing data: Regulatory assets under management went from $1,270,242,682 to $1,528,651,048 (+20%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 682508368.0, "total_employees": 5, "filing_date": "2021-03-02" }, { "period": "2022-10-01", "regulatory_assets_under_management": 745901169.0, "total_employees": 6, "filing_date": "2022-03-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 981284873.0, "total_employees": 7, "filing_date": "2023-04-05" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1060584606.0, "total_employees": 6, "filing_date": "2024-08-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1270242682.0, "total_employees": 7, "filing_date": "2025-01-21" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1528651048.0, "total_employees": 8, "filing_date": "2026-02-05" } ], "recent_changes": [ { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Regulatory assets under management went from $1,270,242,682 to $1,528,651,048 (+20%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "National Financial Services LLC", "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC", "affiliated": false }, { "name": "U.S. Bancorp Investments, Inc.", "name_as_filed": "U.S. BANCORP INVESTMENTS, INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/kings-path-partners-llc-sugar-land-tx-269876.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 109, "fewer_than_5": false, "raum": 90588480.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 47, "fewer_than_5": false, "raum": 265676989.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 16, "fewer_than_5": false, "raum": 1148985075.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 8, "fewer_than_5": false, "raum": 23400504.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/269876", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }