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RIA / WealthRegistered adviserstate registeredstate registeredRAUM 100m 1b

GREYSTONE CAPITAL PARTNERS GROUP LLC

CRD 312326

KANSAS CITY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1efb8593-2ae1-df36-c4d5-c31e3a3ea299

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Mar 30, 2026 to Mar 30, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Greystone Capital Partners Group LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $101MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $57.7M
Private client RAUM: $57.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 57%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 181
Individual clients: 133
High net worth clients: 24
Custody, client assets: $11.5M
CRD: 312326
Filings on the tape: 1
First filed: Mar 30, 2026
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: greystonecpg.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN MILTON CAREY	n/a	KANSAS CITY, MO	5	34	1	no
DONALD GREGORY STONEBARGER	Certified Financial Planner	KANSAS CITY, MO \| Lake Quivira, KS	5	25	4	yes
MARILEE SUE LONERGAN	Certified Financial Planner	Tulsa, OK \| KANSAS CITY, MO	1	19	1	no
Zachary Allen Lonergan	n/a	Tulsa, OK \| KANSAS CITY, MO	1	12	1	yes

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EQUITABLE ADVISORS, LLC	2	Feb 5, 2025	Mar 10, 2025	TULSA, OK	Team lift out	Ibd to state RIA	0.1%

Relationships

Registered with (4)

← MARILEE SUE LONERGANAdvisorregistration: current employment
Mar 10, 2025 to presentfactForm ADV
← Zachary Allen LonerganAdvisorregistration: current employment
Mar 10, 2025 to presentfactForm ADV
← DONALD GREGORY STONEBARGERAdvisorregistration: current employment
May 20, 2021 to presentfactForm ADV
← JOHN MILTON CAREYAdvisorregistration: current employment
Apr 22, 2021 to presentfactForm ADV

Moved with (1)

← EQUITABLE ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Feb 5, 2025 to Mar 10, 2025factForm ADV

Dated events

Occurred
Feb 5, 2025
Team lift-out
2 advisors left Equitable Advisors, LLC (Tulsa, OK) for Greystone Capital Partners Group LLC on the same day
Form ADVobserved 4 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1efb8593-2ae1-df36-c4d5-c31e3a3ea299
First observed: Mar 30, 2026
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GREYSTONE CAPITAL PARTNERS GROUP LLC

CRD 312326

KANSAS CITY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1efb8593-2ae1-df36-c4d5-c31e3a3ea299

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN MILTON CAREY

n/a

KANSAS CITY, MO

DONALD GREGORY STONEBARGER

Certified Financial Planner

KANSAS CITY, MO | Lake Quivira, KS

yes

MARILEE SUE LONERGAN

Certified Financial Planner

Tulsa, OK | KANSAS CITY, MO

Zachary Allen Lonergan

n/a

Tulsa, OK | KANSAS CITY, MO

yes

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EQUITABLE ADVISORS, LLC

Feb 5, 2025

Mar 10, 2025

TULSA, OK

Team lift out

Ibd to state RIA

0.1%