Maple Street Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Maple Street Capital Advisors provides investment management and financial planning to individuals, families, and high-net-worth clients, managing roughly $23 million across about 25 client relationships. The firm offers ongoing, generally discretionary portfolio management alongside comprehensive financial plans created with planning software and reviewed at least annually.
Investment decisions are driven by fundamental equity analysis combined with a core allocation to low-cost stock and bond index funds, with asset allocation used to align portfolios to client risk tolerances. The firm emphasizes long-term holdings in high-quality businesses as an inflation hedge, complements core funds with selective individual securities, and routinely includes a position in gold ETFs for diversification and inflation protection.
Compared with many peers, Maple Street operates with no account minimum and does not outsource to third-party managers, which supports a small, closely managed client base and more personalized portfolio construction. The firm is led by an advisor with a CFA designation and institutional analyst experience, recommends Interactive Brokers as custodian, and discloses a consistent, stated preference for gold exposure as part of its risk-management approach.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Minimum fee: Minimum annual fee of $3,000 if portfolio management fee is less than $3,000; financial planning fee charged at year-end to make up the difference Fee-only: Fees are generally negotiable and final fee schedule memorialized in client agreement; financial planning included unless portfolio management fee is less than $3,000
Main office
Barrington IL
Advisors at this office
1
Most active in
Illinois
Disclosures
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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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