Allstreet Capital LLC logo

Allstreet Capital LLC

Updated today

Client assets under management

$218,000,000

Clients

120

50% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

60

Typical

Average account size

$1,816,667

About

AllStreet Capital provides discretionary investment management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, managing approximately $218 million across about 120 client relationships. The firm’s advisory offering is focused on comprehensive wrap-fee portfolio management; financial planning and consulting are provided only as components of those wrap accounts.

The firm manages individualized wrap accounts using a mix of methods including asset allocation, fundamental and technical analysis, Modern Portfolio Theory, and target allocation/rebalancing, and it employs long-, short- and shorter-term trading strategies as appropriate to client objectives. Cash balances are typically held in conservative short-term instruments for liquidity and fee debiting, and the firm recommends a single institutional custodian platform to execute and clear client transactions.

What is uncommon about AllStreet is that it operates as a wrap-fee program sponsor and limits client services to wrapped accounts, so clients do not incur per-trade transaction charges within the wrap structure. Representatives are also licensed insurance agents and one serves as a FINRA arbitrator, disclosures that the firm addresses as potential conflicts of interest and that distinguish its operational profile from many peers.

Client services

Portfolio management

Expertise

Active portfolio management

Main office location

Allstreet Capital LLC

707 Wilshire Blvd, Suite 4000

Los Angeles CA 90017, United States

Number of offices

2

Most active in

California · Hawaii · Kentucky · Louisiana · North Carolina · Oklahoma · Texas

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

Sean R

Series 63, Series 65

Los Angeles, CA

Allstreet Capital LLC

Sean Richardson is a financial advisor at Allstreet Capital LLC with 29 years of industry experience. He has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he serves as a FINRA arbitrator in an independent, non-investment-related capacity. Allstreet Capital LLC provides investment advisory services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm manages client assets on a discretionary basis through a wrap fee program, employing asset allocation, modern portfolio theory, and both fundamental and technical analysis to build individualized portfolios.

Active portfolio management
user avatar

Max L

Series 63, Series 65

Louisville, KY

Allstreet Capital LLC

Max Lile is a financial advisor with Allstreet Capital LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to his advisory role, he is also a licensed insurance agent based in Los Angeles, CA. Allstreet Capital LLC provides investment advisory services primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm manages client assets on a discretionary basis through a wrap fee program, using asset allocation, modern portfolio theory, and both fundamental and technical analysis to build individualized portfolios.

Active portfolio management
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