A complete list of active advisors currently associated with Bannerstone Capital

Warmer can help you find a great advisor at Bannerstone Capital or one who fits your needs even better.

Bannerstone Capital Management is an employee‑owned investment advisory firm that primarily serves affluent individual clients and their affiliates, managing portfolios on a fee‑only, discretionary basis. The firm provides customized portfolio management—largely equity-focused with fixed income and occasional mutual fund/ETF aggregation—and typically custodies client assets through major custodians such as Charles Schwab. The firm’s investment process combines fundamental and technical analysis with insights from behavioral economics and centers on proprietary equity strategies (notably its legacy Thales and Alloy strategies) alongside dividend, large‑cap growth and other tailored mandates. Portfolios are frequently concentrated, may include short sales and occasional use of leveraged or inverse ETFs, and can be customized for client constraints such as socially responsible or non‑U.S. exclusions. Compared with peers, Bannerstone is notable for its small three‑advisor team managing roughly $155 million while maintaining explicit policies to prevent conflicts with an affiliated hedge fund entity (Robillard Capital Management), including procedures intended to prioritize client accounts and place the affiliate “last in/last out” where relevant. The firm also provides complementary client reporting tools (an Advent dashboard and third‑party performance summaries), does not accept performance‑based fees, and avoids soft‑dollar arrangements.

To learn more about the advisors currently working at Bannerstone Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.