Kings Path Partners Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $607M
- Clients
- 180
- Avg AUM / client
- $8.5M
- Accounts
- 589
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 109 | $90.6M | 5.93% |
| High net worth individuals | 47 | $266M | 17.4% |
| Charitable organizations | 16 | $1.1B | 75.2% |
| Corporations and other businesses | 8 | $23.4M | 1.53% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Tolunay Wong Engineers, Inc. 401(k) Plan Tolunay Wong Engineers, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Dennis Mulcahy | Managing Member/Chief Compliance Officer | CFA | May 2015 (11y) | 75% or more |
| Laughter, Juliann | Manager, Office And Administration | Dec 2016 (10y) | Less than 5% | |
| Kanen Pierce Helbig | Vice President | CFP CFA | Jan 2019 (8y) | 5% – 10% |
| Mathew Jefferson Tipton | Advisor | Feb 2021 (6y) | Less than 5% | |
| Tipton, Alexandra | Client Operations & Services Manager | Nov 2022 (4y) | Less than 5% | |
| Michael Dennis Mulcahy | Registered representative | CFA | Feb 2019 (7y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Tolunay Wong Engineers, Inc. 401(k) Plan | Tolunay Wong Engineers, Inc. | 335 | $13.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- U.S. Bancorp Investments, Inc. $905M (59% of AUM) Feb 2026
- National Financial Services (Fidelity) $336M (22% of AUM) Feb 2026
- Charles Schwab & Co. $267M (17% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗