Tulsa, OK 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
9315 S Toledo Ave., Ste. A
Tulsa OK 74137
Advisors at this office
2
Advisors at this office
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.
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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