SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Daytona Street Capital
Saint Louis, MO
Daytona Street Capital LLC, CRD 316666
Firm filing updated March 12, 2026 ·
- $189.3MAssets
- 51Clients
- 4Advisory staff
- 107Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals40
- Individuals10
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 10 | $4.4 million |
| High net worth individuals | 40 | $180.1 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $4.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Assets and accounts
- Regulatory assets$189.3 million
- Accounts107
- DiscretionaryAll accounts
People
- Employees6
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Daytona Street Capital LLC SEC-registered investment advisor. CRD 316666, SEC file 801-130630.
- Registered with the SEC as an investment advisor (status date on record: July 9, 2024).
Is Daytona Street Capital a fiduciary?
Short answer: Daytona Street Capital is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.