6TH STREET ADVISORS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$257M
Discretionary
$244M
95% of AUM
Avg account
$733K
Accounts
350
Employees
2
Advisory reps
3

Firm details

Headquarters
DAPHNE, Alabama
CRD number
156623
Registered since
February 29, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.69%
  • Individuals20.09%
  • Corporations / Businesses0.21%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

6th Street Advisors, LLC is an independent registered investment adviser that serves individual and family clients with a mix of advisory services: financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. The firm also operates as an insurance broker and positions itself as a capital allocator — meaning it constructs and allocates client capital across third‑party managers in addition to running managed portfolios directly. Investment preferences show a clear equity tilt. The firm reports a preference for exchange‑traded equities as its primary asset type and is not an active ESG investor. Fee arrangements are flexible: percentage of assets under management, hourly charges and fixed fees are used depending on client needs. As an adviser formed prior to its 2024 SEC registration, 6th Street Advisors is structured as a limited liability company with individual ownership and identifies as an independent RIA focused on wealth management for private clients rather than large institutional or pension consulting. The adviser’s business model blends direct portfolio management with manager selection, which suggests a hybrid approach: customized separately managed account strategies for concentrated client needs combined with allocations to external mutual funds or alternative fund managers where specialized exposure or access is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, US Government Bonds 21%, Cash & Cash Equivalents 17%62%
  • Exchange Traded Equities62%
  • US Government Bonds21%
  • Cash & Cash Equivalents17%

Contacts

3 of 3
  • JAMES ROBERTSON

    Financial AdvisorCRD 6690511

  • Wesley Jones

    SolicitorCRD 8184924

  • DARRYL BRYANT

    OwnerCRD 2200340

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DAPHNE, AL

BALDWIN

Location

DAPHNE, AL

Headquartered in DAPHNE, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.

Metro area
Mobile-Daphne-Fairhope, AL
Region
South
County
BALDWIN
Address
7124 Stone Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth