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 an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm delivers portfolio management services primarily to individuals, families and small businesses. Its fee model combines a percentage-of-assets-under-management component with performance-based fees. The adviser does not self-identify as a capital allocator, does not report active ESG investing, and does not act as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • Charles Nemec

    PresidentCRD 818879

  • Oliver Joseph

    Oliver Joseph

    AnalystCRD 5651974

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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