Whitestone Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Whitestone Capital Management, Inc. advises individuals, trusts, estates, charitable organizations, and small business entities, managing a compact client roster with assets under management in the low millions. The firm provides discretionary portfolio management and portfolio construction, and also offers one-time portfolio analysis or construction on an hourly basis.
The firm uses fundamental analysis as its primary investment method, relying on corporate filings, financial statements, and public research to select securities; portfolios may be managed for long-term holds, short-term holds, or trading strategies. Accounts are reviewed on a regular schedule with increased frequency during market volatility, and clients receive brokerage statements and daily account access through their custodians.
What distinguishes the firm from many peers is its deliberately narrow investment universe—common stocks, certificates of deposit, and U.S. government securities only—and its stated policy of not selling or promoting investment products or receiving third‑party compensation. The firm’s principal has led the business since 1991, the adviser invests personally alongside clients (with a stated practice of handling client orders before personal trades), and it does not accept soft‑dollar benefits or custody of client assets.
Client services
Expertise
Fee options
1% annually, billed quarterly at 0.25% per quarter
$100.00 per hour for one-time portfolio analysis or construction
Fee-only: Advisory fees only; no commissions
Main office
Avon OH
Advisors at this office
1
Most active in
Ohio
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
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