Kingstone Capital Partners Texas, LLC
SEC RegisteredComplexity. Simplified.
About the firm
Kingstone is a full-service financial services company offering personalized investment, tax, accounting, insurance, and financial planning services to help clients achieve their goals. With more than two decades of experience as business accountants and controllers, Kingstone takes a differentiated approach to financial services by providing a complete suite of specialized solutions based on each client's unique needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Accounting (bookkeeping, financial statement preparation, tax preparation, tax planning, budgeting, cash flow planning), business advisory, insurance planning, investment management (public and private investments, domestic and international markets), and tax planning and preparation.
Who they serve
Businesses and nonprofits seeking accounting, tax, insurance, investment, and financial planning services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 150 | $58M |
| High Net Worth Individuals | 37 | $123M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of April 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kingstone Capital Partners Texas, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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