# Flagstone Financial Advisors, Inc.

> Flagstone Financial Advisors, Inc. is a state-registered investment advisory firm in Basalt, CO, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 112507
- Filed as: FLAGSTONE FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Basalt, CO
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112507
- AdvisorCensus page: https://advisorcensus.com/firm/flagstone-financial-advisors-inc-basalt-co-112507

## Quick answers

**How is Flagstone Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Flagstone Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Flagstone Financial Advisors, Inc. located?**
Flagstone Financial Advisors, Inc.'s principal office is in Basalt, CO, according to its Form ADV.

**Is Flagstone Financial Advisors, Inc. registered with the SEC or a state?**
Flagstone Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 112507.

**How much does Flagstone Financial Advisors, Inc. manage?**
Flagstone Financial Advisors, Inc. reports $84,017,504 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Flagstone Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (25); charitable organizations (1).

**Does Flagstone Financial Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/112507

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $84,017,504
- Discretionary: $84,017,504
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $10,582,112 |
| High net worth individuals | 25 | $70,990,915 |
| Charitable organizations | 1 | $2,444,477 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1999 (27 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flagstoneadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flagstone Financial Advisors, Inc. (CRD 112507): Form ADV filing data as of October 2026.