Overview
Assets Under Management: $161 million
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 39
Average Client Assets: $4 million
Frequently Asked Questions
DAYTONA STREET CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316666), DAYTONA STREET CAPITAL LLC is subject to fiduciary duty under federal law.
DAYTONA STREET CAPITAL LLC is headquartered in SAINT LOUIS, MO.
DAYTONA STREET CAPITAL LLC serves 39 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, DAYTONA STREET CAPITAL LLC offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
DAYTONA STREET CAPITAL LLC manages $161 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, DAYTONA STREET CAPITAL LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.12
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 113
Discretionary Accounts: 113
Regulatory Filings
CRD Number: 316666
Last Filing Date: 2025-02-27 00:00:00
Website: https://daytonastreet.com