WALL STREET CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 150334
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wall Street Capital Advisors, LLC is a small, equity-focused registered investment adviser that manages discretionary portfolios for individuals and small businesses. The firm runs fee arrangements that combine a percentage-of-assets model with the ability to charge performance-based fees, and it reports portfolio management as its primary advisory activity. Its stated investment preference is equities, with exchange-traded securities serving as the dominant implementation tool. The firm does not identify as an active ESG investor and operates on a single-state basis. Given its size and client base, the firm appears to run concentrated, liquid equity portfolios tailored to high-net-worth individuals and small-business clients. Using exchange-traded equities as the most-used asset type suggests a preference for transparent, tradeable instruments—both individual stocks and ETFs—rather than heavy allocations to pooled mutual funds or separate account sleeves sourced from outside managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2CHARLES NEMEC
PresidentCRD 818879
OLIVER JOSEPH
AnalystCRD 5651974
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 9909 Clayton Rd
- Time zone
- CT (UTC-6)
- Office locations
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