M Street Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
M Street Capital provides financial planning and investment advisory services to individuals, trusts, and estates, with a client base that the brochure indicates includes high‑net‑worth individuals. The firm also sponsors and manages a wrap‑fee program that delivers combined advisory and brokerage execution for participating clients.
The firm tailors portfolios and financial plans to individual client goals and risk tolerances, employing fundamental, technical and cyclical analysis to set asset allocation and implement strategies that can include long‑term and shorter‑term trading, option positions, and margin where appropriate. Account monitoring and periodic reviews are conducted by the firm’s lead investment personnel, who maintain CFP certification and oversee trading and compliance practices.
Compared with peers, M Street Capital’s business model is notable for pairing fee‑based financial planning with discretionary portfolio management offered through a wrap program and charging percentage‑of‑AUM advisory fees — arrangements that are statistically uncommon for firms in this category. The firm also participates in a custodial institutional program (TD Ameritrade/Pershing) that provides non‑monetary benefits to the adviser, and it does not act as a private fund adviser.
Client services
Expertise
Fee options
0.50% to 1.75% annually (negotiable based on various factors including asset size, account composition, complexity, servicing needs, related accounts, future earning capacity, and negotiations)
Account minimum: $1,000,000 Fee-only: Annual wrap fee of 0.50% to 1.75% of assets under management, charged quarterly in advance, inclusive of transaction and custodial fees within the wrap program.
Main office
Dallas TX
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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