Kingstone Capital Partners Texas, Llc
- Regulatory AUM
- $182M
- Discretionary
- $182M
- Clients
- 192
- Avg AUM / client
- $949K
- Accounts
- 479
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 150 | $58.1M | 31.9% |
| High net worth individuals | 37 | $123M | 67.3% |
| Corporations and other businesses | 5 | $1.5M | 0.85% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth Anthony Blattenbauer | Owner | Jul 2014 (12y) | ≈ 28.13% – 75% via Kb Squared Investments, Llc | |
| Ike Ebere Ekeh | Registered representative | Jan 2018 (9y) | ||
| Erik Morin | Registered representative | Oct 2021 (5y) | ||
| Gustavo A Delafuente | Registered representative | Dec 2023 (3y) | ||
| Hannah May Ellis | Registered representative | Feb 2024 (2y) | ||
| Jon Thomas Spahn | Registered representative | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kingstone Partners Holdings 1 Llc | Owner | Jun 2015 | A | 75% or more |
| Kb Squared Investments, Llc | Owner | Feb 2020 | B | ≈ 37.5% – 75% via Kingstone Partners Holdings 1 Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kenneth Anthony Blattenbauer: 75% – 100% of Kb Squared Investments, Llc × 50% – 75% of Kingstone Partners Holdings 1 Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Kb Squared Investments, Llc: 50% – 75% of Kingstone Partners Holdings 1 Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 928 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $182M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗