Andrew
Carroll
Kingstone Capital Partners Texas, LLC
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About this Advisor
Andrew Carroll is a personal financial specialist based out of Addison, Texas who has 5 years of industry experience. Carroll is on the advisory team at Kingstone Capital Partners Texas, LLC. Their career trajectory has included roles at Letter Advisors, LLC, Letter Technology, Inc, Kingstone Family Office Partners, Accrual Empire LLC, Bookkeeping Joy LLC, Cfo Andrew, Andrew L Carroll Cpa Pllc, Carroll Family Holdings LLC, Nch Tax & Wealth Advisors, Inc, Money Concepts Capital Corp, Kingstone Capital Partners Texas, LLC, Kingstone Insurance Company and Cfh Employment Group. Carroll has Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Kingstone Capital Partners Texas, LLC is an advisory company that has its headquarters in Addison, TX. The firm has offices in three locations and a total of 10 employees. It handles $126 million in total assets among its 462 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 462 client accounts, just 13% are associated with high-net-worth individuals who have at least $1 million in assets. Kingstone Capital Partners Texas, LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services largely depend on the financial services offered. Fee types charged by Kingstone Capital Partners Texas, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingstone Capital Partners Texas, LLC Brokerage Details
$125,479,616
10
462
$271,601
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Andrew Carroll Work History
Andrew has been registered as a financial advisor for 5 years.*
Letter Advisors, LLC
Letter Technology, Inc
Andrew L Carroll Cpa Pllc
Accrual Empire LLC
Bookkeeping Joy LLC
Kingstone Family Office Partners
Kingstone Insurance Company
Cfo Andrew
Carroll Family Holdings LLC
Kingstone Capital Partners Texas, LLC
Cfh Employment Group
Money Concepts Capital Corp
Nch Tax & Wealth Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Carroll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingstone Capital Partners Texas, LLC
Littleton, CO
Addison, TX
Addison, TX
Minneapolis, MN
La Jolla, CA
Wesley Chapel, FL
Littleton, CO
Addison, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
