M Street Capital, LLC
RIAState Registered
Total AUM
$9M
Discretionary
$9M
100% of AUM
Avg account
$900K
Accounts
10
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 174310
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
M Street Capital, LLC is an independent registered investment advisor focused on providing financial planning and portfolio management services primarily to individuals and families. The firm operates as a limited liability company and is characterized by a straightforward fee structure based on a percentage of assets under management. M Street Capital does not engage in capital allocation or pension consulting, and it does not actively pursue ESG investments. The firm is not a multi-state adviser and has not recently been formed.
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 Equities60%
- Cash & Cash Equivalents20%
- US Government Bonds15%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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