Daytona Street Capital
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 316666
- Registered since
- July 9, 2024
- Website
- www.daytonastreet.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.14%
- Pooled Investment Vehicles2.52%
- Individuals2.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Daytona Street Capital is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owner-operated and charges clients on a percentage-of-AUM basis. Its client base includes high-net-worth individuals and families as well as institutional clients. Core advisory services listed are financial planning and portfolio management for individuals/small businesses and for pooled investment vehicles. The firm does not identify as an active ESG investor and is not set up primarily as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- US Government Bonds7%
- Non-Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
David Eidelman
Chief Investment StrategistCRD 76385
Benjamin Weiss
Chief Investment OfficerCRD 6761857
Contacts
2 of 2
Thomas Eidelman
PresidentCRD 3253733
Stanley Finger
Portfolio ManagerCRD 4529631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$13.3M in ETFs
72%
$9.5M
28%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $1.5M | 3,925 | 11.10% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 8000 Maryland Ave
- Time zone
- CT (UTC-6)
- Office locations
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