Whitestone Capital Management LLC

Whitestone Capital Management LLC (CRD# 315646) is a financial advisory firm headquartered in New Albany, IN. They manage $12,955,249 in 164 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
110 E Market St, New Albany, IN 47150
https://whitestonecapitalmanagement.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $78,995
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, KY

Financial Advisors at Whitestone Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Garry Collins, financial advisor Clarksville IN
Garry E. Collins
CRD#: 5413944
Clarksville, IN

Garry Collins (CRD# 5413944) is an Investment Advisor Representative working at Whitestone Capital Management LLC in Clarksville, IN and has over 16 years of experience in the finance industry.

2
Daniel Kerr, financial advisor North Manchester IN
Daniel R. Kerr
CRD#: 6034647
202 N Walnut St, North Manchester, IN 46962

Daniel Kerr (CRD# 6034647) is an Investment Advisor Representative working at Whitestone Capital Management LLC in North Manchester, IN and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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