Whitestone Capital Management, Inc.

Overview

Whitestone Capital Management, Inc. is a small, corporation-structured registered investment adviser focused on portfolio management for individuals, families and small businesses. The firm is owned by an individual and operates as an unclassified, single-office adviser that is not positioned as a multi-state or pension consultant, and it does not identify as an active ESG investor. Its advisory work is delivered primarily on a discretionary basis and the firm charges both a percentage-of-assets-under-management fee and hourly fees, which signals a mix of ongoing investment management and episodic financial planning or project work. Investment activity is conservative and liquidity-oriented. A large portion of client assets sit in cash and cash equivalents rather than in concentrated securities positions, so the practice reads like a boutique focused on cash management, capital preservation and customized relationships rather than high-turnover equity strategies or broad institutional mandates. The firm does not indicate roles as a capital allocator or a related adviser.

Assets & Accounts

Location & Offices