Ledgestone Capital Management, LLC

Ledgestone Capital Management, LLC (CRD# 168876) is a financial advisory firm headquartered in Springfield, MO. They manage $19,054,388 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $261,019
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Ledgestone Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Greg W. Snider
CRD#: 5494772
1125 E Lakewood St, Springfield, MO 65810
100
Wealthminder
score

Greg Snider (CRD# 5494772) is the founder of Ledgestone Capital Management, LLC.  LCM is an independent and privately owned Registered Investment Advisor (RIA). LCM provides fee-only investment management services to a select group of families and businesses. 

2
Chad H. Samuel
CRD#: 4328858
1125 E Lakewood St, Suite A, Springfield, MO 65810
73
Wealthminder
score

Chad Samuel (CRD# 4328858) is an Investment Advisor Representative working at Ledgestone Capital Management, LLC in Springfield, MO and has over 15 years of experience in the finance industry.

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