This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-09-2006
- Office Locations
- 1
Office Locations
About 5TH Street Advisors, LLC
5th Street Advisors is a boutique wealth management firm delivering client-centric advice for individuals and business owners, spanning financial planning, estate planning, retirement planning, insurance, and business succession. Portfolios emphasize asset allocation using public funds and ETFs, with some U.S. government/agency exposure and tax-efficient strategies. Works across retail and institutional relationships and commonly custodies with Schwab and Fidelity/NFS.
Team overview
Insights
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CESAR GONZALEZ MANENT
Investment Advisor, Managing Member
- CRD
- #4144277
- Ownership
- 50% but less than 75%
SHANE DEE PENDLEY
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6634776
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $361,069,180 | $538,106 |
| Non-Discretionary | $163,391,752 | $9,611,280 |
| Total | $524,460,932 | $762,298 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing