BANNERSTONE CAPITAL
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
FINTRXOverview
Bannerstone Capital is an independent registered investment adviser organized as an LLC and owned by an individual. The firm entered SEC registration in 2025 and serves primarily individual and family clients through a percentage-of-AUM fee model. Its advisory mandate centers on financial planning and portfolio management for individuals and small businesses. Bannerstone does not describe itself as an active ESG investor, is not multi-state registered, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds23%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 3SCOTT LARSON
Vice PresidentCRD 2533024
GREGORY ROBILLARD
PresidentCRD 1219247
DAVID HUST
Investment AdvisorCRD 1208371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$9.3M in ETFs
91%
$8.4M
10%
$884K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.2M | 3,999 | 23.45% |
Location
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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