A complete list of active advisors currently associated with Daytona Street Capital

Warmer can help you find a great advisor at Daytona Street Capital or one who fits your needs even better.

Daytona Street Capital provides discretionary investment management and financial planning to a range of clients, including individual (both non‑HNW and high‑net‑worth) investors, pension and profit‑sharing plans, trusts, retirement accounts, charitable organizations, and business entities. Services are delivered primarily through separately managed accounts and a global asset‑allocation offering, and the firm also serves as investment manager to a pooled private investment vehicle. The firm’s core equity strategy is concentrated and long‑term, typically constructing portfolios of roughly 20–40 individual securities selected through fundamental research focused on competitively advantaged businesses, and it offers an ETF/mutual fund‑based global allocation strategy for broader diversification. Portfolios are managed on a discretionary basis and can be customized for client restrictions; some client accounts may use margin and the firm includes margined assets in its account valuations for fee purposes. Daytona Street is notable among similar team firms for its role as a private fund adviser and fund sponsor/GP affiliate that collects performance allocations for its pooled vehicle while continuing to manage separate client accounts. The firm reported approximately $189 million in discretionary assets across about 50 client relationships and disclosed a 2023 regulatory consent order related to a lapse in state registration that the firm addressed.

To learn more about the advisors currently working at Daytona Street Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.