CRD: 312326
Greystone Capital Partners Group LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Radial focus
- Established Date
- 04-19-2021
- Office Locations
- 2
Office Locations
About Greystone Capital Partners Group LLC
Greystone Capital Partners Group is an RIA serving growing businesses and the people who run them, providing financial planning and portfolio management with an emphasis on disciplined asset allocation and risk management. The firm invests across public funds and ETFs and supports business succession plus retirement and tax/estate planning as needed. Kansas City-based with a Tulsa presence and custody relationships including Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DONALD GREGORY STONEBARGER
Chief Compliance Officer
- CRD
- #4411617
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOHN MILTON CAREY
Managing Director
- CRD
- #2179825
MARILEE SUE LONERGAN
--
- CRD
- #5327752
Focus frontier
Pioneer momentum
- CRD
- #30762
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,670,344 | -- |
| Non-Discretionary | $43,636,796 | -- |
| Total | $101,307,140 | -- |
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Separately Managed Accounts
Total SMA Asset: $101,307,140
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,464,614,888 | 18.9% |
| Equity - Exchange | $2,464,272,668 | 31.8% |
| Cash | $1,418,119,177 | 18.3% |
| Municipal Bonds | $2,402,278,388 | 31.0% |
| Total | $7,749,285,121 | 100.0% |