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Wall Street Capital Advisors, LLC

Wall Street Capital Advisors, LLC. CRD 150334

Wall Street Capital Advisors, LLC logo

CRD: 150334

Wall Street Capital Advisors, LLC

$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
2 Employees
25 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Available
Established Date
02-14-2007
Office Locations
1

Office Locations

9909 Clayton RD STE LL1 Ladue MO

About Wall Street Capital Advisors, LLC

Wall Street Capital Advisors, LLC is part of the Wall Street Capital family, providing capital partnerships for commercial and residential real estate projects. The firm works with builders, developers, and fix-and-flip sponsors and, in select deals, co-invests alongside sponsors to add depth to the team. Public filings indicate a retail RIA offering asset management/portfolio construction with ETF-based SMA portfolios (custodied at Schwab).

Team overview

-- AVG AGE
$1.8M AVG AUM / ADVISOR
$140.0K AVG AUM / CLIENT
18 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Accredited Investors

Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

C

CHARLES STANLEY NEMEC

Managing Director, Managing Partner, President

CRD
#818879
Ownership
75% or more
Available
Available
Available

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Contacts

O

OLIVER CURTIS JOSEPH

--

CRD
#5651974
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $3,500,000 --
Non-Discretionary $0 --
Total $3,500,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Total Available Available

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