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Hannah May Ellis

Investment adviser representative at Kingstone Capital Partners Texas, LLC
11 yearsExperience
1 stateRegistered in
$182.3MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Kingstone Capital Partners Texas, LLCFeb 2023 to now
  2. Letter Technologies IncAug 2020 to Jan 2023
  3. Letter Advisors LLCAug 2020 to Mar 2022
  4. Key Investment ServicesJul 2020 to Aug 2020
  5. Key Investment SevicesMar 2020 to Jul 2020
  6. KeybankMay 2018 to Jul 2020
  7. Key Investment ServicesMay 2018 to Mar 2020
  8. Washington State Department of TransportationNov 2017 to Apr 2018
  9. Atlas StaffingSep 2017 to Nov 2017
  10. Golden Empire MortgageAug 2016 to Aug 2017
  11. RealtorJun 2015 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (TX).

Kingstone Capital Partners Texas, LLC

$182.3MAssets managed
192Clients
6Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6952680
Firm CRD
281593
Advisor's SEC record (opens in a new tab)
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