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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-20-2018
- Office Locations
- 1
Office Locations
About Maple Street Capital Advisors, LLC
Maple Street Capital Advisors is a Chicago-area RIA led by CFA David Meehan, offering portfolio management plus tax-aware financial planning for individuals focused on long-term wealth building. Portfolios emphasize ETFs and index funds alongside selective fundamental equity positions. Meehan previously served as an international investment analyst and has interviewed 150+ corporate management teams; custody includes Interactive Brokers.
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Owner & Executives
David Grant Meehan
Chief Compliance Officer, Chief Investment Officer, Financial Advisor, Managing Member
- CRD
- #6982022
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,016,333 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,016,333 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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