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GREYSTONE CAPITAL PARTNERS GROUP LLC

Advisory

KANSAS CITY, MO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MO
#263
of 342 advisers by AUM
Average account
$560K
across 181 accounts
AUM per adviser
$25M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$101M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$101M
Discretionary AUM$58M
Non-Discretionary AUM$44M
Discretionary %56.9%
Total Clients181
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, MO, MT, OK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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DELTA WEALTH SOLUTIONS, LLC
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