Bannerstone Capital Management, Llc
- Regulatory AUM
- $155M
- Discretionary
- $155M
- Clients
- 106
- Avg AUM / client
- $1.5M
- Accounts
- 549
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $32.4M | 20.9% |
| High net worth individuals | 28 | $123M | 79.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2017 · $5.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Broad Creek Partners Lp | Hedge Fund | Minnesota | $5.0M | 5 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Metropolitan Anesthesia Network Profit Sharing Plan Metropolitan Anesthesia Network, Llp | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Leo Robillard | Chief Compliance Officer & Managing Member | May 2008 (18y) | 75% or more | |
| Scott Dennis Larson | Member | May 2008 (18y) | 10% – 25% | |
| David Woodbury Hust | Registered representative | Jul 2019 (7y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $5.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Broad Creek Partners Lp | Hedge Fund | $5.0M | $1.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Metropolitan Anesthesia Network Profit Sharing Plan | Metropolitan Anesthesia Network, Llp | 554 | $391M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $153M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗