Maple Street Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 289167
- Website
- maplestreetcap.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.59%
- Individuals26.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Maple Street Capital Advisors, LLC is an independent registered investment adviser focused on serving individual and family clients with a fee model based on a percentage of assets under management. The firm’s advisory scope centers on financial planning and portfolio management for individuals and small businesses, with discretionary mandate coverage across client relationships. Investment activity tilts toward listed equities and exchange-traded instruments as the primary portfolio building blocks, reflecting a preference for liquid, cost-efficient exposures. Maple Street does not position itself as an ESG-driven manager, nor does it operate as a multi-state or pension consultant adviser. The firm appears to be client-centric and boutique in scale, emphasizing customized portfolio oversight rather than running proprietary funds or acting as a capital allocator. Given the assets and custodial relationships, the investment approach favors externally managed vehicles (mutual funds and ETFs) and selective use of third-party alternative managers for real estate exposure.
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 Equities66%
- US Government Bonds18%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1
David Meehan
Chief Investment OfficerCRD 6982022
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
MKG Capital Management, LLC
RIAPension Partners, LLC
RIAAlaska Wealth Management
RIAAnchorage, AK
Deemer Wealth Management LLC
RIAAshby Wealth Management, LLC
RIAGoodwin Asset Management Inc.
RIAHinsdale, IL