Ike E. Ekeh

KINGSTONE CAPITAL PARTNERS TEXAS

La Jolla, CA 92037

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CRD#: 6825683

Professional summary

Ike Ebere Ekeh, who also goes by Ike Ekeh, is a registered financial advisor currently at KINGSTONE CAPITAL PARTNERS TEXAS, LLC located in La Jolla, California.

Ike is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ike has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ike Ekeh

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ike Ebere Ekeh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 31, 2018 - Present

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

Office #1: 4275 Executive Square Suite 335, La Jolla, CA 92037

RIA

CRD#: 281593

La Jolla, CA

Past

July 21, 2017 - December 31, 2017

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

RIA

CRD#: 281593

La Jolla, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

KINGSTONE CAPITAL PARTNERS TEXAS, LLC | LENANDER FINANCIAL ADVISORY

CRD#: 281593 / SEC#: 801-119503

RIA

Registered Investment Advisory firm - (9/22/2020 Approved)

Arizona

Registered Investment Advisory firm - (5/1/2019 Terminated)

California

Registered Investment Advisory firm - (10/30/2020 Terminated)

Colorado

Registered Investment Advisory firm - (10/19/2020 Terminated)

Florida

Registered Investment Advisory firm - (9/30/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/30/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/31/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/21/2017

Uniform Investment Adviser Law Examination

Current Firm

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

KINGSTONE CAPITAL PARTNERS TEXAS, LLC | LENANDER FINANCIAL ADVISORY

CRD#: 281593 / SEC#: 801-119503

RIA

Registered Investment Advisory firm - (9/22/2020 Approved)

Arizona

Registered Investment Advisory firm - (5/1/2019 Terminated)

California

Registered Investment Advisory firm - (10/30/2020 Terminated)

Colorado

Registered Investment Advisory firm - (10/19/2020 Terminated)

Florida

Registered Investment Advisory firm - (9/30/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/30/2020 Terminated)

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Contact information

Main Address

6160 Warren Parkway Suite 100, Frisco, TX 75034

Mailing Address

Phone number

(866) 361-1600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KINGSTONE CAPITAL PARTNERS TEXAS LLC - FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	439
AUM (Assets Under Management)	$ 158,051,622

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ike E. Ekeh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ike Ebere Ekeh's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

Primary Firm SEC Registration

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/21/2017

Current Firm

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

TRUST BUT VERIFY

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