Greystone Capital Partners Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$57,620,221
Clients
157
Advisors
4
across 2 offices
About
Greystone Capital Partners serves individuals, trusts, estates, corporations and pension/profit-sharing plans with a mix of financial planning, investment management, consulting and wealth management services. The firm is a small team of four advisers managing roughly $101 million across about 157 client relationships and offers both stand‑alone planning engagements and integrated wealth management arrangements.
The firm’s investment process combines fundamental, technical, cyclical and behavioral analysis with an asset‑allocation approach derived from Modern Portfolio Theory, allocating across mutual funds, ETFs, individual securities, options, private placements and selected independent managers. Greystone manages accounts on both a discretionary and non‑discretionary basis and provides limited “assets under advisement” services; roughly $43.6 million of its AUM is managed on a non‑discretionary basis, a practice that is less common among comparable team firms.
Several of the firm’s supervised persons also operate as licensed insurance agents and registered representatives of a broker‑dealer, offering commission‑based insurance and brokerage services under separate arrangements, which the brochure discloses as potential conflicts. Greystone also receives software, research and operational support from its primary custodian (Fidelity) and provides ERISA fiduciary retirement plan consulting, combining institutional plan services with individual client advisory work in a manner that distinguishes its service mix from many peers.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting range from $750 to $5,000; fixed project-based retirement plan consulting fees range from $2,500 to $75,000.
$0+: 0.05% – 2.00% $0+: 0.05% – 0.75% (for retirement plan consulting)
Certain supervised persons offer securities brokerage and insurance products on a commission basis under separate arrangements.
Hourly rates for financial planning and consulting range from $200 to $400 per hour.
Fee-only: Fixed fees range from $750 to $5,000 for financial planning; hourly fees $200 to $400; fixed project-based retirement plan consulting fees $2,500 to $75,000.
Main office
See office616 East 63rd Street, Suite 201
Kansas City MO 64110
Advisors at this office
2
Offices (2)
Most active in
Kansas · Missouri · Montana · Oklahoma · Texas
Also doing business as
Greystone Capital Partners Group LLC · Kc Capital Group, LLC · Lonergan Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Marilee L
CFP®, Series 66
Tulsa, OK
Greystone Capital Partners Group LLC
Marilee Lonergan is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently with Greystone Capital Partners Group LLC, where she has been since 2025, following a long tenure at EQUITABLE ADVISORS, LLC and Axa Advisors, LLC. Lonergan serves as president and agent of the Benefits Planning Group and is the treasurer of the Tulsa Estate Planning Forum. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans by providing financial planning, investment and wealth management, and retirement plan consulting. The firm uses a diversified investment approach based on Modern Portfolio Theory and offers both discretionary and non-discretionary services, including the selection and monitoring of independent managers.
Donald S
CFP®, Series 66
Kansas City, MO
Greystone Capital Partners Group LLC
Donald Stonebarger is a CFP® with 24 years of industry experience, currently serving as an advisor at Greystone Capital Partners Group LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Woodbury Financial Services, and Questar Asset Management. He is a member of the Lake Quivira Investment Club, where he participates in monthly discussions on individual stock portfolios. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans with financial planning, investment and wealth management, and retirement plan consulting. The firm employs a multi-faceted investment process incorporating fundamental, technical, cyclical, and behavioral analysis, tailoring portfolios to client-specific risk tolerance, time horizon, and liquidity needs.
John C
Series 63, Series 65
Kansas City, MO
Greystone Capital Partners Group LLC
John Carey is a financial advisor with Greystone Capital Partners Group LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes over two decades at AXA Advisors, LLC, followed by roles at Equitable Advisors, LLC and KC Capital Group, LLC. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, providing financial planning, investment and wealth management, and retirement plan consulting. The firm employs an investment process incorporating fundamental, technical, cyclical, and behavioral analysis, utilizing asset allocation based on Modern Portfolio Theory tailored to client-specific risk tolerance, time horizon, and liquidity needs.
Zachary L
Series 63, Series 65
Tulsa, OK
Greystone Capital Partners Group LLC
Zachary Lonergan is a financial advisor at Greystone Capital Partners Group LLC in Tulsa, OK, with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors. Lonergan also provides insurance advice as a licensed fixed insurance agent. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans by offering financial planning, investment and wealth management, and retirement plan consulting. The firm uses a multi-disciplinary investment approach based on Modern Portfolio Theory and works with clients on both discretionary and non-discretionary bases.
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