Kansas City, MO Office
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Greystone Capital Partners Group LLC
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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.
Based on Greystone Capital Partners Group LLC
Expertise
Based on Greystone Capital Partners Group LLC
Location
616 East 63rd Street, Suite 201
Kansas City MO 64110
Advisors at this office
2
Advisors at this office
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.
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