DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Kingstone Capital Partners Texas, LLC
Latest filing Apr 7, 2026
First filing on the tape Aug 20, 2020 · 12 filings
SEC status approved since Sep 22, 2020
RAUM
$182M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$181M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$30.4M
derived; firm RAUM over IAPD count
Employees
8
7 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$182M as of Apr 7, 2026
Mar 31, 2021$122M then
HNW client RAUM$123M as of Apr 7, 2026
Mar 31, 2021$59.5M then
State-registered IARs (5.B.3)7 as of Apr 7, 2026
Mar 31, 20217 then
Employees (5.A)8 as of Apr 7, 2026
Mar 31, 20219 then
Private funds: no history
RAUM +15% over the last fiscal year+13% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Apr 7, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $30.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 31derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $380,581derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.5derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $1.5M, 5 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$123M67%
- Individuals$58.1M32%
- Corporations and businesses$1.5M0.8%
- Individual clients
- 150reported
- HNW clients
- 37reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 479reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.5M for 5 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kenneth Anthony Blattenbauer | Frisco, Tx | Jan 5, 2018 | 18 y | 5 |
| Ike Ebere Ekeh | Frisco, Tx | Jan 31, 2018 | 10 y | 1 |
| Erik Morin | Frisco, Tx | Oct 26, 2021 | 10 y | 0 |
| Gustavo A Delafuente | Frisco, Tx | Dec 12, 2023 | 15 y | 0 |
| Hannah May Ellis | Yakima, Wa | Feb 23, 2024 | 11 y | 2 |
| Jon Thomas Spahn | Frisco, Tx | Nov 26, 2024 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jeff W Webb to Emerson Equity LLCJan 2, 2020 · Other
- Paul Angelo Manese to Silver Portal Capital Advisors, LLCJul 25, 2019 · Other
Joined, latest
- Hannah May Ellis from Letter Advisors, LLCFeb 23, 2024 · Other
- Jeff W Webb from Newport Coast Asset ManagementMar 29, 2017 · Other
- Paul Angelo Manese from Banc Of America Investment Services, Inc.Feb 10, 2017 · Other
- Kenneth Anthony Blattenbauer from Advanced Practice Advisors, LLCNov 18, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Anthony Kenneth Blattenbauer · President And Chief Compliance Officercontrolsince 11/2015 · owns less than 5%
- Anthony Kenneth Blattenbauer · Ownercontrolsince 07/2014 · owns 75% or more of Kb Squared Investments, LLC
Entity owners
- Kingstone Partners Holdings 1 LLC · Ownerdirect · owns 75% or more
- Kb Squared Investments, LLC · Ownerindirect · owns 50% to 75% of Kingstone Partners Holdings 1 LLC
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Frisco, Tx · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Denver, CO2 employees
- Bloomington, MN1 employees
- San Diego, CA1 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- institutional to wealth shiftCombination · filing Apr 7, 2026institutional share fell 15 points or more while private-client share rose 15 points or more. RAUM $158,051,622 to $182,298,168, advisors 7 to 7, private clients 186 to 187, offices 3 to 3 (2025-03-27 to 2026-04-07)peers: independent wealth managers, $100M to $500M (5,676)
- client mix shiftChange between filings · filing Apr 7, 2026private-client share of RAUM moved from 70.0% to 99.0% between the annual amendments of 2025-03-27 and 2026-04-07peers: independent wealth managers, $100M to $500M (5,676)
- HNW share shiftChange between filings · filing Apr 7, 2026HNW share of RAUM moved from 46.0% to 67.0% between the annual amendments of 2025-03-27 and 2026-04-07peers: independent wealth managers, $100M to $500M (5,676)
- institutional asset share shiftChange between filings · filing Apr 7, 2026institutional share of RAUM moved from 30.0% to 1.0% between the annual amendments of 2025-03-27 and 2026-04-07peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 439 to 479Mar 27, 2025 to Mar 31, 2026
- Corporate clients · 13 to 5Mar 27, 2025 to Mar 31, 2026
- HNW clients · 39 to 37Mar 27, 2025 to Mar 31, 2026
- Individual clients · 147 to 150Mar 27, 2025 to Mar 31, 2026
- Assets in custody · $1.8M to $1.5MMar 27, 2025 to Mar 31, 2026
- Discretionary RAUM · $158M to $182MMar 27, 2025 to Mar 31, 2026
- HNW RAUM · $72.6M to $123MMar 27, 2025 to Mar 31, 2026
- Individual RAUM · $37.5M to $58.1MMar 27, 2025 to Mar 31, 2026
- RAUM · $158M to $182MMar 27, 2025 to Mar 31, 2026
- Accounts · 463 to 439Jul 26, 2024 to Mar 27, 2025
- Advisory employees · 5 to 7Jul 26, 2024 to Mar 27, 2025
- Corporate clients · 11 to 13Jul 26, 2024 to Mar 27, 2025
- HNW clients · 65 to 39Jul 26, 2024 to Mar 27, 2025
- Individual clients · 190 to 147Jul 26, 2024 to Mar 27, 2025
- Assets in custody · $3.1M to $1.8MJul 26, 2024 to Mar 27, 2025
- Financial planning clients · 1-10 to 0Jul 26, 2024 to Mar 27, 2025
- State-registered IARs · 6 to 7Jul 26, 2024 to Mar 27, 2025
- Discretionary RAUM · $145M to $158MJul 26, 2024 to Mar 27, 2025
- HNW RAUM · $68.8M to $72.6MJul 26, 2024 to Mar 27, 2025
- Individual RAUM · $30.6M to $37.5MJul 26, 2024 to Mar 27, 2025
- RAUM · $145M to $158MJul 26, 2024 to Mar 27, 2025
- Accounts · 462 to 463Apr 27, 2023 to Mar 27, 2024
- Advisory employees · 8 to 5Apr 27, 2023 to Mar 27, 2024
- Corporate clients · 4 to 11Apr 27, 2023 to Mar 27, 2024
- HNW clients · 28 to 65Apr 27, 2023 to Mar 27, 2024
- Individual clients · 185 to 190Apr 27, 2023 to Mar 27, 2024
- Assets in custody · $6.1M to $3.1MApr 27, 2023 to Mar 27, 2024
- Employees · 10 to 8Apr 27, 2023 to Mar 27, 2024
- State-registered IARs · 8 to 6Apr 27, 2023 to Mar 27, 2024
- Discretionary RAUM · $125M to $145MApr 27, 2023 to Mar 27, 2024
- HNW RAUM · $52.2M to $68.8MApr 27, 2023 to Mar 27, 2024
- Individual RAUM · $36.1M to $30.6MApr 27, 2023 to Mar 27, 2024
- RAUM · $125M to $145MApr 27, 2023 to Mar 27, 2024
- HQ city · ADDISON to FRISCOMar 30, 2023 to Apr 27, 2023
- Accounts · 489 to 462Apr 28, 2022 to Mar 30, 2023
- Advisory activities · 5 to 4Apr 28, 2022 to Mar 30, 2023
- Corporate clients · 3 to 4Apr 28, 2022 to Mar 30, 2023
- HNW clients · 32 to 28Apr 28, 2022 to Mar 30, 2023
- Individual clients · 203 to 185Apr 28, 2022 to Mar 30, 2023
- Assets in custody · $7.7M to $6.1MApr 28, 2022 to Mar 30, 2023
Signals
1 dated events
- Kingstone Capital Partners Texas, Llc filed its initial SEC registration (Form ADV)Aug 20, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 866-361-1600reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/KINGSTONE-CAPITAL-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- KINGSTONECP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 8663611600reportedpublic record, Form ADV, Apr 7, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $30.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026