Whitestone Capital Management LLC

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Client assets under management

$11,816,145

Clients

173

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$68,301

About

Whitestone Capital Management primarily serves individual clients, along with trusts, estates and small institutions, offering discretionary asset management through a firm‑sponsored wrap‑fee program and financial planning services. Portfolios are managed using model allocations or customized portfolios that may include equities, mutual funds, ETFs and fixed‑income instruments.

The firm uses a mix of tactical and strategic approaches, including a technical‑analysis driven Technician series and strategic ETF models, and relies on fundamental, quantitative and technical tools guided by an Investment Policy Statement and a Risk Profile Questionnaire. Whitestone may allocate to sub‑advisors, implements discretionary trading on clients’ behalf, and launched the Whitestone Tactical Opportunity Popular Stocks (TOPS) Fund in January 2026.

Distinctive operational features include acting as the wrap‑fee program sponsor—an uncommon role for supported advisors—and an affiliation with an insurance business and dually licensed representatives; the firm discloses and manages these relationships as potential conflicts of interest. The client mix is notable for focusing on non‑high‑net‑worth individuals and maintaining relatively modest assets under management compared with many peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management

Fee options

Fixed

Flat fees for financial planning services range from $200 to $5,000, negotiable

Percentage

$0 - $500,000: 1.95% annually (Schedule 2, The Technician Models) $500,001 - $999,999: 1.85% annually (Schedule 2, The Technician Models) $1,000,000+: 1.75% annually (Schedule 2, The Technician Models) $0 - $500,000: 1.50% annually (Schedule 1, BlackRock Strategic ETF Models / Vanguard Passive ETF Models / Individually Customized Portfolios) $500,001 - $999,999: 1.45% annually (Schedule 1) $1,000,000+: 1.40% annually (Schedule 1)

Project-based

Up to $350 per hour for financial planning services

Other

Account minimum: $5,000 to $25,000 (typical range; may accept accounts below minimum at discretion) Fee-only: Hourly fees up to $350/hour for financial planning; flat fees $200 to $5,000 for financial planning services

Main office location

Whitestone Capital Management LLC

110 E Market St

New Albany IN 47150, United States

Number of offices

Most active in

Indiana · Kentucky

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 812-697-1537

Advisors at this firm

Garry C

Series 65

New Albany, IN

Whitestone Capital Management LLC

Garry Collins is a financial advisor at Whitestone Capital Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked previously at Brookstone Capital Management, Amazon, Inc., and Provident Retirement and Financial Services, Inc., where he also serves as President. Through Provident Retirement and Financial Services, he offers insurance products including fixed annuities and life insurance as a licensed insurance agent. Whitestone Capital Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management with a blend of tactical and strategic approaches, utilizing equities, mutual funds, ETFs, and fixed-income securities, and operates model portfolios alongside customized investment solutions.

Active portfolio management

Daniel K

Series 65

North Manchester, IN

Whitestone Capital Management LLC

Daniel Kerr is a financial advisor with Whitestone Capital Management LLC in North Manchester, Indiana, holding a Series 65 credential and 13 years of industry experience. He has previously worked at AlphaStar Capital Management and PMB Capital Management, and is also the owner of Daniel Ray Photography, a non-investment related business. Whitestone Capital Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a blend of tactical and strategic investment approaches, offers discretionary portfolio management through a wrap-fee program, and utilizes model portfolios alongside customized strategies.

Active portfolio management

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