Bannerstone Capital
Bannerstone Capital is an SEC-registered wealth manager in Wayzata, MN with $155.3M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Bannerstone Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147447, SEC 801-132043, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $155.3M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Wayzata, MN
- Employees
- 3
- Clients
- 106
- CRD
- 147447
- Ownership
- ROBILLARD, GREGORY, LEO; LARSON, SCOTT, DENNIS
How much AUM does Bannerstone Capital have?
Bannerstone Capital reported $155.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Bannerstone Capital?
Disclosed owners and executives of Bannerstone Capital include ROBILLARD, GREGORY, LEO, LARSON, SCOTT, DENNIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.