Kingstone Capital Partners Texas, LLC

Kingstone Capital Partners Texas, LLC (CRD# 281593) is a financial advisory firm headquartered in Frisco, TX. They manage $145,300,092 in 463 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
6160 Warren Parkway, Suite 100, Frisco, TX 75034
http://kingstonecapitalpartners.com/
By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $313,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, MN, NH, OK, TX, WA, WI

Financial Advisors at Kingstone Capital Partners Texas, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kenneth Blattenbauer, financial advisor Frisco TX
Kenneth A. Blattenbauer
CRD#: 5364643
6160 Warren Parkway, Suite 100, Frisco, TX 75034

Kenneth Blattenbauer (CRD# 5364643) is an Investment Advisor Representative working at Kingstone Capital Partners Texas, LLC in Frisco, TX and has over 16 years of experience in the finance industry.

2
Sean Carter, financial advisor Littleton CO
Sean G. Carter
CRD#: 4729624
Littleton, CO

Sean Carter (CRD# 4729624) is an Investment Advisor Representative working at Kingstone Capital Partners Texas, LLC in Littleton, CO and has over 20 years of experience in the finance industry.

3
Ike Ekeh, financial advisor La Jolla CA
Ike E. Ekeh
CRD#: 6825683
4275 Executive Square, La Jolla, CA 92037

Ike Ekeh (CRD# 6825683) is an Investment Advisor Representative working at Kingstone Capital Partners Texas, LLC in La Jolla, CA and has over 6 years of experience in the finance industry.

4
Kaili Purviance, financial advisor Frisco TX
Kaili A. Purviance
CRD#: 4329392
6160 Warren Parkway, Suite 100, Frisco, TX 75034

Kaili Purviance (CRD# 4329392) is an Investment Advisor Representative working at Kingstone Capital Partners Texas, LLC in Frisco, TX and has over 16 years of experience in the finance industry.

5
Gustavo Delafuente, financial advisor San Diego CA
Gustavo A. Delafuente
CRD#: 2790932
600 B Street, Suite 07-146, San Diego, CA 92101

Gustavo Delafuente (CRD# 2790932) is an Investment Advisor Representative working at Kingstone Capital Partners Texas, LLC in San Diego, CA and has 1 year of experience in the finance industry.

6
Erik Morin, financial advisor Frisco TX
Erik Morin
CRD#: 6637617
6160 Warren Parkway, Suite 100, Frisco, TX 75034

Erik Morin (CRD# 6637617) is an Investment Advisor Representative working at Kingstone Capital Partners Texas, LLC in Frisco, TX and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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