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- Custodian
- Altruist · Charles Schwab & Company · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
About Exchange Street Capital
Exchange Street Capital, LLC is a Michigan-registered investment adviser providing clear, personalized wealth management for individuals, families, and business owners. The firm delivers financial planning, retirement planning, investment management, and business retirement solutions with a client-first, transparent approach focused on long-term goals. Platform relationships include Charles Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 82.5% is discretionary and 17.5% is non-discretionary.
The firm reports 2 advisory representatives and 56 clients, or 28 clients per representative. That equates to $584.9K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on January 9, 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 Exchange Street Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Jennifer Boodt
Co-founder, Managing Member
- CRD
- #8018225
- Ownership
- 50% but less than 75%
MELANIE NICOLE MEYER
Chief Compliance Officer, Co-founder, Managing Member
- CRD
- #4368116
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,037,779 | -- |
| Non-Discretionary | $5,716,860 | -- |
| Total | $32,754,639 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Exchange Street Capital has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.