# Kingstone Capital Partners Texas, LLC

> Kingstone Capital Partners Texas, LLC is an SEC-registered investment advisory firm in Frisco, TX, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 281593
- Filed as: KINGSTONE CAPITAL PARTNERS TEXAS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Frisco, TX
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281593
- AdvisorCensus page: https://advisorcensus.com/firm/kingstone-capital-partners-texas-llc-frisco-tx-281593

## Quick answers

**How is Kingstone Capital Partners Texas, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kingstone Capital Partners Texas, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Kingstone Capital Partners Texas, LLC charge?**
Its Form ADV Part 2A brochure dated April 7, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it); Flat fee: $500 to $10,000 (One-Time Services); Hourly rate: $250 to $350 an hour (One-Time Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kingstone Capital Partners Texas, LLC located?**
Kingstone Capital Partners Texas, LLC's principal office is in Frisco, TX, according to its Form ADV; the May 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Kingstone Capital Partners Texas, LLC registered with the SEC or a state?**
Kingstone Capital Partners Texas, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 281593.

**How much does Kingstone Capital Partners Texas, LLC manage?**
Kingstone Capital Partners Texas, LLC reports $182,298,168 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

**How have Kingstone Capital Partners Texas, LLC's assets and staff changed since 2021?**
In the Form ADV data for Kingstone Capital Partners Texas, LLC: Regulatory assets under management: $122,340,143 in the October 2021 data and $182,298,168 in the October 2026 data, up 49%. Total employees: 9 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 Kingstone Capital Partners Texas, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (150); high net worth individuals (37); corporations or other businesses not listed above (5).

**Which custodians does Kingstone Capital Partners Texas, LLC use?**
Kingstone Capital Partners Texas, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kingstone Capital Partners Texas, 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/281593

**What changed in Kingstone Capital Partners Texas, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $158,051,622 to $182,298,168 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> The Firm’s fees for Investment Management Services are based upon a percentage of assets under management and are fixed at a rate that will vary by Client and range from 0.50% to 2.00%.

- Flat fee: $500 to $10,000 (One-Time Services)

> Generally, rates range from $500 – $10,000 on a fixed fee basis, or from $250 – $350 on an hourly rate basis.

- Hourly rate: $250 to $350 an hour (One-Time Services)

> Generally, rates range from $500 – $10,000 on a fixed fee basis, or from $250 – $350 on an hourly rate basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $182,298,168
- Discretionary: $182,298,168
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 150 | $58,062,037 |
| High net worth individuals | 37 | $122,693,449 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 5 | $1,542,682 |

### 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, MN, NH, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Bloomington, MN
- Denver, CO
- San Diego, CA

### Websites listed on Form ADV (Item 1.I)
- kingstonecapitalpartners.com
- kingstonecp.com
- kingstonefinancial.com
- LinkedIn @KINGSTONE-CAPITAL-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $122,340,143 | 9 | March 31, 2021 |
| October 2022 | $129,413,211 | 10 | April 28, 2022 |
| October 2023 | $125,479,616 | 10 | April 27, 2023 |
| October 2024 | $145,300,092 | 8 | July 26, 2024 |
| October 2025 | $158,051,622 | 8 | March 27, 2025 |
| October 2026 | $182,298,168 | 8 | April 7, 2026 |

Regulatory assets under management: $122,340,143 in the October 2021 data and $182,298,168 in the October 2026 data, up 49%.
Total employees: 9 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $158,051,622 to $182,298,168 (+15%).

### January 2026
- No longer registered or notice-filed in IL, OK.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kingstone Capital Partners Texas, LLC (CRD 281593): Form ADV filing data as of October 2026.