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KINGSTONE CAPITAL PARTNERS TEXAS, LLC

FRISCO, TX · CRD 281593 · IAPD ↗ · kingstonecapitalpartners.com · 8663611600

$182.3MRegulatory AUM
7Advisory reps
8Employees
1Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2025 — KINGSTONE CAPITAL PARTNERS TEXAS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
April 2024 — KINGSTONE CAPITAL PARTNERS TEXAS, LLC notice-filed in IL, NH, OK, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — KINGSTONE CAPITAL PARTNERS TEXAS, LLC shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.