EXCHANGE STREET CAPITAL

Overview

Exchange Street Capital is a small, independent registered investment advisor organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and smaller institutions. Its stated fee arrangements include percentage-of-AUM billing plus options for hourly and fixed fees, giving flexibility for both ongoing wealth management and project-based planning work. Investment activity tilts toward public equities: the firm reports a clear preference for exchange-traded equities as its primary asset class. That preference, combined with a high share of discretionary assets, indicates Exchange Street Capital typically implements client strategies directly rather than only providing advice. The firm is not positioned as an ESG-focused allocator, does not function as a pension consultant, and is not described as a capital allocator to outside managers in the ADV material.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices