WHITESTONE CAPITAL MANAGEMENT, INC.

WHITESTONE CAPITAL MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 120468). Regulatory assets under management: $6.1M.

Registration

• CRD: 120468
• Type: Registered investment adviser
• Phone: 440-937-6266
• Latest filing: 2026-02-28
• Regulatory AUM: $6.1M
• Discretionary AUM: $6.1M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120468 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search