CRD: 281593
Kingstone Capital Partners Texas, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-18-2015
- Office Locations
- 6
Office Locations
About Kingstone Capital Partners Texas, LLC
Kingstone Capital Partners Texas is a full-service wealth and business advisory firm providing investment management alongside tax planning/prep, accounting, insurance, and financial planning for businesses and nonprofits. Portfolios are customized across domestic and international markets using public and private investments, supported by a digital client portal for real-time document exchange and e-filing. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KENNETH ANTHONY BLATTENBAUER JR
Chief Compliance Officer, President
- CRD
- #5364643
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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GUSTAVO A DELAFUENTE
Director of Insurance, Partner
- CRD
- #2790932
Ike Ebere Ekeh
Portfolio Manager
- CRD
- #6825683
Optima momentum
Radial wave element
- CRD
- #61355
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,298,168 | $380,581 |
| Non-Discretionary | $0 | -- |
| Total | $182,298,168 | $380,581 |
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Separately Managed Accounts
Total SMA Asset: $182,298,168
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $732,889,122 | 10.8% |
| Public Funds | $1,608,284,463 | 23.7% |
| Cash | $2,409,033,689 | 35.5% |
| Other | $2,035,803,117 | 30.0% |
| Total | $6,786,010,391 | 100.0% |