Gregory Robillard
Bannerstone Capital · Wayzata, Minnesota
Gregory Robillard is a fee-only financial advisor at Bannerstone Capital in Wayzata, Minnesota. Bannerstone Capital reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Bannerstone Capital |
|---|---|
| Based in | Wayzata, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $155.3M across 549 accounts |
| SEC registration | Investment adviser representative in MN, WI · CRD 1219247 |
| Exams passed | Series 63 (1983) · Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bannerstonecapital.com |
How Gregory's firm compares
- Bannerstone Capital's average account is about $283,000, from its Form ADV (assets managed divided by 549 accounts).
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Questions about Gregory
Is Gregory Robillard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Bannerstone Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Bannerstone Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Gregory Robillard based?
Gregory Robillard is based in Wayzata, Minnesota.
Is Gregory Robillard registered with the SEC?
Yes. Gregory Robillard is registered as an investment adviser representative in MN and WI (CRD 1219247), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bannerstone Capital manage?
Bannerstone Capital reports $155.3M across 549 accounts in assets under management.
How do I contact Gregory Robillard?
Through Gregory's website, www.bannerstonecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wayzata
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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