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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-10-2023
- Office Locations
- 1
Office Locations
About 10th Street Capital
10th Street Capital is a virtual RIA serving clients nationwide, focused on deeply researched financial plans that manage variable cash flow, capital accumulation/utilization, and tax-aware decision-making. Best fit for business owners and multigenerational planners who want to retain control of their capital. Custodies primarily at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $403.0K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on January 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full 10th Street Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH P DEFAZIO
Chief Compliance Officer, Managing Member, Principal Owner
- CRD
- #6202358
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,059,808 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,059,808 | -- |
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Separately Managed Accounts
SMA allocation detail is available
10th Street Capital has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.