RIA Intel›Advisers›Ohio›WHITESTONE CAPITAL MANAGEMENT, INC.

WHITESTONE CAPITAL MANAGEMENT, INC.

Advisory

OH

Data as of Feb 28, 2026 · Source: SEC Form ADV

Average account

$265K

across 23 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 28, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

15 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

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

BERLIN FINANCIAL, LTD.

$6M

ARTEMIS WEALTH ADVISORS LLC

$6M

ZAK ADVISORY, LLC

ROCKY RIVER, OH

$6M

FAMILY BUSINESS PLANNING GROUP INC

$6M

TOWER WEALTH MANAGEMENT, LLC

$6M

THE BOTTOM LINE WEALTH MANAGEMENT LTD.

$6M

Get the full picture on WHITESTONE CAPITAL MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WHITESTONE CAPITAL MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans