Kings Path Partners LLC
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Overview
Kings Path Partners LLC operates as an advisory company headquartered in Sugar Land, Texas. The company controls $981.3 million in total assets throughout 390 customer accounts, placing it among the larger firms in the country by assets under management (AUM). It has a small team, including 4 financial advisors. Kings Path Partners LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments like bonds, options and equities.
Kings Path Partners LLC oversees most of the firm's accounts in a discretionary manner. Discretionary management means that transaction decisions for the client's account are made by an investment advisor without needing the client's authorization. The company also oversees 11 non-discretionary accounts with a total of $781.7 million in assets. The company supervises about $2.5 million in assets for each customer account. The typical financial advisor at Kings Path Partners LLC manages around 98 client accounts.
Kings Path Partners LLC's main office is at 206 Brooks Street, Sugar Land, Texas 77478-4212. The company is legally permitted to provide services to clients throughout a few states, including Oklahoma and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kings Path Partners LLC by the Numbers
$981.3 million
7
390
$2.5 million
Products and Services
Kings Path Partners LLC offers a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the past financial year, Kings Path Partners LLC provided 1-10 of its clients with financial planning services. Kings Path Partners LLC is not engaged in selling products or offering services aside from investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely depend on the type of services provided. However, fees billed by the firm most likely include any combination of the following fee types: asset-based, hourly or fixed. Kings Path Partners LLC does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to retail investors, high net worth investors, charitable organizations and corporations. Out of its 390 clients, Kings Path Partners LLC's largest client type is retail investors, though it also manages money for 28 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 21.05%
- Other Individuals - 67.67%
- Corporations - 3.76%
- Charitable Organizations - 7.52%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kings Path Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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