5th Street Advisors, LLC logo

5th Street Advisors, LLC

Updated today

Client assets under management

$312,437,445

Clients

207

44% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

41

Low

Average account size

$1,509,360

About

5th Street Advisors provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025 the firm reported about $524 million in assets under management, a five‑person advisory team, roughly 207 client relationships, and typically applies a $500,000 account minimum (with case‑by‑case exceptions).

The firm’s investment approach emphasizes strategic asset allocation implemented through proprietary model portfolios and a top‑down analysis of global macro and sector fundamentals, relying primarily on mutual funds and ETFs rather than detailed individual‑security analysis. 5th Street manages both discretionary and non‑discretionary accounts, provides advice on held‑away employer plans and annuities, and regularly adjusts model weights and rebalances portfolios — activity that can produce above‑average turnover in some strategies.

Noteworthy operational and service features include complementary financial planning for managed clients who meet the firm’s portfolio minimum and the provision of retirement plan consulting with the ability to accept ERISA fiduciary designations. The firm also discloses that it recommends Fidelity and Schwab and receives software, research and other economic benefits from them, does not vote client securities on behalf of clients, and may operate under standing letters of authorization that create effective custody — factors prospective clients should consider when evaluating the adviser.

Client services

Financial planning Portfolio management Investment consulting

Expertise

Wealth management

Fee options

Percentage

Up to 1.00% annually

Project-based

$400 per hour for financial planning and consulting services

Other

Account minimum: $500,000 Fee-only: Fixed fee generally ranging from $3,000 to $5,000 for financial planning and consulting services

Main office location

5th Street Advisors, LLC

107 John Street

Southport CT 06890, United States

Number of offices

2

Most active in

California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Illinois · Louisiana · Maryland · Massachusetts · New Jersey · New York · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cesar M

CFP®, Series 63, Series 65

Southport, CT

5th Street Advisors, LLC

Cesar Manent is a CFP® with 19 years of industry experience, currently serving at 5th Street Advisors, LLC since 2006. He also has long-standing roles at New American Mortgage, LLC and New American Partners, LLC. 5th Street Advisors is an SEC-registered investment adviser providing investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and business entities. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs.

Wealth management
user avatar

Carolina M

Series 65

Southport, CT

5th Street Advisors, LLC

Carolina Manent is a financial advisor at 5th Street Advisors, LLC with a Series 65 designation and four years of industry experience. Her prior work includes roles at New York University and Apartment Nine, LLC. 5th Street Advisors is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a strategic, top-down asset allocation approach implemented through proprietary model portfolios primarily composed of mutual funds and ETFs.

Wealth management
user avatar

Abelardo C

CFP®, Series 63, Series 65

Southport, CT

5th Street Advisors, LLC

Abelardo Curdumi is a CFP® with 19 years of industry experience, currently serving as an advisor at 5th Street Advisors, LLC since 2006. He also has a longstanding affiliation with New American Partners, LLC dating back to 2001. Aside from his advisory roles, he is involved as a managing member and passive owner in several real estate-related entities. 5th Street Advisors is an SEC-registered investment adviser providing investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs, and serves clients on both discretionary and non-discretionary bases.

Wealth management
user avatar

Shane P

Series 65

Southport, CT

5th Street Advisors, LLC

Shane Pendley is a financial advisor at 5th Street Advisors, LLC in Stamford, CT, holding a Series 65 credential with nine years of industry experience. He has been with 5th Street Advisors since 2016. 5th Street Advisors is an SEC-registered investment adviser that provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs, and offers both discretionary and non-discretionary services.

Wealth management
user avatar

Maurice C

Series 65

Southport, CT

5th Street Advisors, LLC

Maurice Cabral is a financial advisor at 5th Street Advisors, LLC with 10 years of industry experience. He holds a Series 65 credential and has been with 5th Street Advisors since 2015. 5th Street Advisors is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs, and offers both investment management and financial planning services.

Wealth management
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