STEP AHEAD CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HERMOSA BEACH, California
CRD number
315229
Registered since
May 24, 2026

Firm profile

FINTRX

Overview

Step Ahead Capital, LLC is organized as a limited liability company and is recorded as SEC-registered in 2026. The firm is owned by an individual and is listed in the source data as an unclassified adviser rather than under a standard subcategory. It is not identified as an active ESG investor, does not report multi-state advisory status, and is marked as not being a capital allocator or a related adviser. The firm’s reported roles extend beyond a typical adviser: it is identified as an Other Investment Adviser and a Law Firm, and it also appears as a sponsor, general partner, or managing member of pooled investment vehicles. Public disclosures in the source do not include a client roster or a fee schedule.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JULIAN ZEGELMAN

    General Counsel & Chief Compliance OfficerCRD 7080652

Contacts

1 of 1
  • Rostislav Shorgin

    General PartnerCRD 7413876

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HERMOSA BEACH, CA

LOS ANGELES

Location

HERMOSA BEACH, CA

Headquartered in HERMOSA BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
111 Pier Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth