CRD: 315646
Whitestone Capital Management LLC
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2021
- Office Locations
- 3
Office Locations
About Whitestone Capital Management LLC
Whitestone Capital Management is an Indiana-based retail RIA focused on actively managing client portfolios with a tactical approach designed to smooth market swings. The firm emphasizes stock and bond exposure, often implemented via ETFs, and is openly skeptical of higher-cost mutual funds. It also helps IRA and 401(k) investors manage self-directed brokerage accounts, with custody support including Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GARRY EDWARD COLLINS
Chief Executive Officer, Owner
- CRD
- #5413944
- Ownership
- 50% but less than 75%
JENNIFER LYNN COLLINS
VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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DANIEL RAY KERR
Investment Advisor Representative
- CRD
- #6034647
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,816,145 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,816,145 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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