WALL STREET CAPITAL ADVISORS, LLC

RIASEC Registered
Total AUM
$3.5M
Discretionary
$3.5M
100% of AUM
Avg account
$140K
Accounts
25
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • CHARLES NEMEC

    PresidentCRD 818879

  • OLIVER JOSEPH

    AnalystCRD 5651974

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth