6
$256.5M Total AUM
$244.1M Disc. AUM
-- 3Y CAGR
2 Employees
296 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-15-2011
- Office Locations
- 1
Office Locations
7124 Stone Dr. STE-B Daphne AL
About 6TH Street Advisors, LLC
6th Street Advisors, LLC is a boutique RIA in Daphne, AL providing financial planning and wealth preservation services across investing, retirement, estate planning, and insurance. Their investment approach emphasizes ETF-based portfolios with a fixed-income/risk-management orientation. The firm primarily custodies with Charles Schwab, making it an accessible target for Schwab-aligned distribution.
Team overview
-- AVG AGE
$128.3M AVG AUM / ADVISOR
$866.7K AVG AUM / CLIENT
8.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Capital prime
Investment Themes
Vertex Insight wave
Investment Vehicles
Element alpha
Services
Signal Element vector Unison Peak fusion Timber Legacy momentum
Owner & Executives
D
DARRYL WAYNE BRYANT
Associate, Chief Compliance Officer, Managing Member
- CRD
- #2200340
- Ownership
- 75% or more
(441) 773-2671
pathway.vector@horizoncapital.com
in linkedin.com/in/ridge-atlas
Showing 1 of 1 owners & executives
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W
Wesley Atherton Jones
--
- CRD
- #8184924
(603) 374-5314
peak.momentum@optimacapital.com
in linkedin.com/in/vertex-insight
J
JAMES ROBERTSON
President
- CRD
- #6690511
(907) 521-3521
catalyst.catalyst@foundationcapital.com
in linkedin.com/in/oak-foundation
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,083,834 | $701,390 |
| Non-Discretionary | $12,459,799 | $6,229,900 |
| Total | $256,543,633 | $732,982 |
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Separately Managed Accounts
Total SMA Asset: $256,543,633
Equity - Exchange:
21.7% U.S. Government/Agency:
43.4% Cash:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,661,550,236 | 21.7% |
| U.S. Government/Agency | $3,323,100,472 | 43.4% |
| Cash | $2,672,262,822 | 34.9% |
| Total | $7,656,913,530 | 100.0% |