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 RIA organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and charges clients on a percentage-of-AUM basis. Its client base includes both individuals and families as well as institutional relationships. Core advisory services listed are financial planning and portfolio management for individuals/small businesses, along with portfolio management for pooled investment vehicles. The firm is not positioned as an active ESG investor and does not identify as a multi-state adviser. It also serves in sponsor/GP/managing-member roles for pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2DAVID EIDELMAN
Chief Investment StrategistCRD 76385
Benjamin Weiss
Chief Investment OfficerCRD 6761857
Contacts
2 of 2THOMAS EIDELMAN
PresidentCRD 3253733
STANLEY FINGER
Portfolio ManagerCRD 4529631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$12.6M in ETFs
74%
$9.3M
24%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $1.8M | 4,017 | 14.03% |
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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