# Kings Path Partners LLC

> 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.

- CRD: 269876
- Filed as: KINGS PATH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sugar Land, TX
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/269876
- AdvisorCensus page: https://advisorcensus.com/firm/kings-path-partners-llc-sugar-land-tx-269876

## Quick answers

**How is Kings Path Partners LLC compensated?**
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).

**Where is Kings Path Partners LLC located?**
Kings Path Partners LLC's principal office is in Sugar Land, TX, according to its Form ADV.

**Is Kings Path Partners LLC registered with the SEC or a state?**
Kings Path Partners LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 269876.

**How much does Kings Path Partners LLC manage?**
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).

**How have Kings Path Partners LLC's assets and staff changed since 2021?**
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.

**What types of clients does Kings Path Partners LLC serve?**
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).

**Which custodians does Kings Path Partners LLC use?**
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.

**Does Kings Path Partners LLC report any disciplinary disclosures?**
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

**What changed in Kings Path Partners LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $1,270,242,682 to $1,528,651,048 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC
- U.S. Bancorp Investments, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,528,651,048
- Discretionary: $607,402,061
- Non-discretionary: $921,248,987

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 109 | $90,588,480 |
| High net worth individuals | 47 | $265,676,989 |
| Charitable organizations | 16 | $1,148,985,075 |
| Corporations or other businesses not listed above | 8 | $23,400,504 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kingspath.com
- Facebook @kingspathpartners
- LinkedIn @kings-path-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $682,508,368 | 5 | March 2, 2021 |
| October 2022 | $745,901,169 | 6 | March 28, 2022 |
| October 2023 | $981,284,873 | 7 | April 5, 2023 |
| October 2024 | $1,060,584,606 | 6 | August 26, 2024 |
| October 2025 | $1,270,242,682 | 7 | January 21, 2025 |
| October 2026 | $1,528,651,048 | 8 | February 5, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $1,270,242,682 to $1,528,651,048 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kings Path Partners LLC (CRD 269876): Form ADV filing data as of October 2026.