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Frisco, TX Office

Team
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Kingstone Capital Partners Texas, LLC logo

Kingstone Capital Partners Texas, LLC

Team

Firm-wide stats for Kingstone Capital Partners Texas, LLC

Total advisors

6

Across 4 offices

Clients per advisor

31 Very Low

Avg AUM per client

$966,607 Typical

HNW client ratio

20% Low

About

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.

Based on Kingstone Capital Partners Texas, LLC

Expertise

Private / alternative investments

Based on Kingstone Capital Partners Texas, LLC

Location

6160 Warren Parkway, Suite 100

Frisco TX 75034

Advisors at this office

3

Advisors at this office

user avatar

Gustavo D

Series 65

Frisco, TX

Kingstone Capital Partners Texas, LLC

Gustavo Delafuente is a financial advisor at Kingstone Capital Partners Texas, LLC with two years of industry experience. He holds a Series 65 designation and has worked with Kingstone Capital Partners Texas LLC and Kingstone Financial since 2023. Outside of his advisory role, Delafuente serves on the boards of the San Diego-Tijuana Smart Border Coalition and the International Community Foundation, which supports philanthropic initiatives between the U.S. and Mexico. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a primarily fundamental, bottom-up research process combined with top-down allocation and uses derivatives and leveraged ETFs for tactical exposure within a documented risk-management framework.

Private / alternative investments
user avatar

Kenneth B

Series 63, Series 66

Frisco, TX

Kingstone Capital Partners Texas, LLC

Kenneth Blattenbauer Jr. is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Morgan Stanley, DLK Investment Management, and Emerson Equity LLC. He is also involved in several related business activities, including serving as CEO and CCO of Kingstone Capital Partners Texas and managing private fund vehicles under Firethorn Alternative Equity, LLC. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines bottom-up fundamental analysis with a top-down overlay, utilizing direct equity holdings, ETFs, and derivatives with quantitative risk controls.

Private / alternative investments
user avatar

Hannah E

Series 63, Series 66

Frisco, TX

Kingstone Capital Partners Texas, LLC

Hannah Ellis is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior roles include positions at Letter Technologies Inc and KeyBank. Kingstone Capital Partners Texas provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs in separately managed accounts as part of its risk management strategy.

Private / alternative investments
View complete list of advisors at this office
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