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BLUESTONE CAPITAL MANAGEMENT, LLC

WAYNE, PA · CRD 157841 · IAPD ↗ · bluestonecm.com · 610-337-6500

$390.1MRegulatory AUM
2Advisory reps
4Employees
2Clients
n/aPlanning clients
1Private funds
1States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — BLUESTONE CAPITAL MANAGEMENT, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — BLUESTONE CAPITAL MANAGEMENT, LLC reported RAUM up 25% ($281.0M -> $351.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — BLUESTONE CAPITAL MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 3 (3 -> 6).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
63
April 2024 — BLUESTONE CAPITAL MANAGEMENT, LLC reported RAUM up 25% ($224.7M -> $281.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.