A complete list of active advisors currently associated with Kingstone Capital Partners Texas, LLC

Warmer can help you find a great advisor at Kingstone Capital Partners Texas, LLC or one who fits your needs even better.

Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning (one‑time and ongoing) and pension consulting to individuals, high‑net‑worth clients, charitable organizations, corporations and retirement plans. The firm manages separately managed accounts tailored to client objectives and generally requires a $1,000,000 minimum to open an account, subject to negotiation and legacy‑client exceptions. KCP’s investment process combines bottom‑up fundamental analysis with a top‑down overlay and implements its Core Investment Strategy through direct equity holdings or ETFs depending on a client’s investible assets. Unlike many peers, the firm at times deploys derivatives exposure—primarily via leveraged and inverse ETFs in separately managed accounts—and applies quantitative risk controls such as beta‑based stop‑losses to manage that exposure. A distinctive operational feature is the firm’s affiliation with an in‑house tax and accountancy firm and an insurance affiliate; advisors may refer clients to the accounting affiliate for fees and act as licensed insurance agents for the insurance affiliate, arrangements disclosed in the brochure as potential conflicts of interest. The firm also relies on third‑party platforms for billing and reporting (Circleblack/BillFin and AdvicePay) and documents negotiated fee practices and legacy‑client arrangements that can differ from its standard schedules.

To learn more about the advisors currently working at Kingstone Capital Partners Texas, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.