Bannerstone Capital

RIASEC Registered

Total AUM

$155M

Discretionary

$155M

100% of AUM

Avg account

$283K

Accounts

549

Employees

3

Advisory reps

3

Firm details

Headquarters: Wayzata, Minnesota
CRD number: 147447
Registered since: February 26, 2025
Website: www.bannerstonecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI79.11%
Individuals20.89%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Bannerstone Capital is an independent SEC-registered RIA organized as an LLC and owned by an individual. The firm registered with the SEC in 2025 and serves individual and family clients, charging fees based on a percentage of assets under management. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Bannerstone is not identified as an active ESG investor and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities69%
Public Funds/Mutual Funds23%
Investment Grade Corp Bonds4%
Cash & Cash Equivalents2%
US Government Bonds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 15

Active vs passive

$7.4M in ETFs

Passive

86%

$6.3M

Active

14%

$1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$1.6M	2,167	21.94%

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Primary office

Wayzata, MN

Hennepin

Location

Wayzata, MN

Headquartered in Wayzata, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area: Minneapolis-St. Paul, MN-WI
Region: Midwest
County: Hennepin
Address: 328 Barry Ave S
Time zone: CT (UTC-6)
Office locations

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