Maple Street Capital Advisors, LLC

RIASEC Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$240K
Accounts
96
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
289167
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI73.59%
  • Individuals26.41%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, US Government Bonds 18%, Cash & Cash Equivalents 12%, Investment Grade Corp Bonds 4%66%
  • Exchange Traded Equities66%
  • US Government Bonds18%
  • Cash & Cash Equivalents12%
  • Investment Grade Corp Bonds4%

Owners & executives

1 of 1
  • David Meehan

    David Meehan

    Chief Investment OfficerCRD 6982022

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth