Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$466K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
BANNERSTONE CAPITAL MANAGEMENT, LLC
Economics
AUM trajectory
'25'26
$143.9M → $155.3M▲ +8%
Client mix
| Individuals Other | 78 |
| Individuals High Net Worth | 28 |
Operations
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Filings
Latest ADV filing
03/16/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
ROBILLARD, GREGORY, LEO
Control Persons
ROBILLARD, GREGORY, LEO
LARSON, SCOTT, DENNIS
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Website Staleness Score
0.464
Wayback Last Material Change
2025-09-26T19:11:58.000Z
Wayback Snapshot Count
139
Wayback Snapshots Last 12mo
3
Wayback First Snapshot
2010-10-19T02:02:26.000Z
Wayback Last Snapshot
2025-09-26T19:11:58.000Z
Rdap Domain
BANNERSTONECAPITAL.COM
Rdap Domain Creation Date
2008-03-14T20:04:22Z
Rdap Registrar
Network Solutions, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Form 5500 Total Compensation
15,407
Form 5500 Compensation Trajectory 3y
Form 5500 Plan Count Trajectory 3y
Schedule C Total Compensation
15,407
Schedule C Service Provider Rows
1
SEC EDGAR
Edgar First Filing Date
2026-05-11
Edgar Last Filing Date
2026-05-11
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0002085853-26-000581
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.5323
Soi Zip Pct 200k Plus
0.3511
Soi Zip Returns 200k Plus
2,830
Soi Zip Total AGI
3,541,382
Fdic Zip Total Deposits
44,056,593,000
Fdic Zip Top Banks
Wells Fargo Bank, National Association
U.S. Bank National Association
Compliance & brand
Firm Registration Status
active
All other collected signals (31)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing328 BARRY AVE SSUITE 210WAYZATA, MN 55391
Business328 BARRY AVE SSUITE 210WAYZATA, MN 55391
Edgar Recent Filings
13F-HR2026-05-11 · 0002085853-26-000581
Fdic Zip Branches Raw
First National Bank of WayzataWayzata, MN
Metropolitan Federal Bank, FSBWayzata, MN
Fdic Zip Top Bank Share Pct
57.59
Rdap Domain Expiration Date
2027-03-14T20:04:22Z
Rdap Domain Last Changed
2026-01-13T07:39:59Z
Rdap Nameservers
Ns29.worldnic.comNs30.worldnic.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Soi Zip Total Business Income
79,784
Soi Zip Total Cap Gains
549,362
Soi Zip Total Dividends
279,559
Soi Zip Total Returns
8,060
Trust Company Affiliate
No
Wayback Avg Days Between Changes
143.6
Wayback Closest Snapshot Ts
2025-09-26T19:11:58.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20250926191158/https://www.bannerstonecapital.com/
Wayback Distinct Digest Count
39
