RIA Intel›Advisers›Indiana›WHITESTONE CAPITAL MANAGEMENT LLC

WHITESTONE CAPITAL MANAGEMENT LLC

Advisory

NEW ALBANY, IN

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

Average account

$68K

across 173 accounts

AUM per adviser

$12M

1 advisers

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

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients173

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, KY

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

173 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 IN

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

OLLIE GRANT PRIVATE WEALTH, LLC

$12M

MABRY WEALTH MANAGEMENT, LLC

$12M

GREGORY ZENT AND SWANSON. INC.

$13M

TANGO CAPITAL MANAGEMENT, LLC.

$13M

NYHART CONSULTING, LLC

INDIANAPOLIS, IN

$11M

$11M

Get the full picture on WHITESTONE CAPITAL MANAGEMENT LLC

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

Create a free account →See plans