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Kenneth Blattenbauer

Kingstone Capital Partners Texas, LLC
18 Years of Experience
Frisco, TX
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Kenneth Blattenbauer is a registered investment advisor at Kingstone Capital Partners Texas, LLC, based in Frisco, TX, with 18 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 192 clients with $180M in assets under management.

Kingstone Capital Partners Texas, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
192 clients
Average Client Portfolio
$949K average
Assets Under Management
$182.3M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are fixed at an agreed-upon rate between 0.50% and 2.00% that does not fluctuate with breakpoints. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6160 Warren Parkway, Suite 100, Frisco, TX, 75034

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2015
Employment Separation After Allegations
July 2012
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kenneth is CEO and CCO of Kingstone Capital Partners Texas, LLC, dedicating nearly full-time hours to this role. He also has several other business activities, including being a member of Kingstone Insurance Co. and a licensed insurance agent, spending about 10-20% of his time on insurance-related activities.

Employment History
Current Registrations
Kingstone Capital Partners Texas, LLC
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Emerson Equity LLCBroker
August 2016 - June 2019 · 2 yrs 10 mos
Kingstone Capital Partners Texas, LLC
November 2015 - December 2017 · 2 yrs 1 mo
Advanced Practice Advisors, LLC
May 2014 - September 2015 · 1 yr 4 mos
Dlk Investment Management
August 2012 - February 2014 · 1 yr 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2012 · 3 yrs 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2012 · 3 yrs 2 mos
Morgan Stanley & CO. Incorporated
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
State Registrations5 states
CACOMNTXWI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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