# Helm Stone Capital LLC

> Helm Stone Capital LLC is an exempt reporting adviser in Lancaster, PA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 343738
- Filed as: HELM STONE CAPITAL LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Lancaster, PA
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/343738
- AdvisorCensus page: https://advisorcensus.com/firm/helm-stone-capital-llc-lancaster-pa-343738

## Quick answers

**Where is Helm Stone Capital LLC located?**
Helm Stone Capital LLC's principal office is in Lancaster, PA, according to its Form ADV.

**How does Helm Stone Capital LLC report to regulators?**
Helm Stone Capital LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 343738.

**Does Helm Stone Capital LLC 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/343738

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [helmstonepartners.com](https://helmstonepartners.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Helm Stone Capital LLC (CRD 343738): Form ADV filing data as of October 2026.