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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-07-1999
- Office Locations
- 2
Office Locations
About Flagstone Financial Advisors, Inc.
Flagstone Financial Advisors, Inc. is a Basalt, Colorado RIA providing financial planning and investment planning, including tax and insurance planning, portfolio construction, and business-succession guidance. The firm emphasizes asset allocation and primarily implements portfolios with mutual funds and ETFs in separately managed accounts, with custody through Charles Schwab, serving both retail and institutional relationships.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARTIN KNOUS
Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #7056912
- Ownership
- 50% but less than 75%
STEVEN CHARLES KNOUS
Chief Compliance Officer, President
- CRD
- #4433880
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,017,504 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,017,504 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,017,504
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,342,504,092 | 38.3% |
| Equity - Exchange | $2,348,620,290 | 38.4% |
| Cash | $1,425,074,291 | 23.3% |
| Total | $6,116,198,673 | 100.0% |