A complete list of active advisors currently associated with Penn Street Capital Management LLC

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

Penn Street Capital Management provides discretionary investment management to high-net-worth individuals, retirement accounts, trusts, estates, and nonprofit institutions such as foundations and endowments. The firm manages portfolios on a customized basis and reported approximately $67.96 million in managed assets across 16 accounts as of December 31, 2025. Investment decisions are driven by a long‑term approach and fundamental analysis, with portfolios constructed from individual stocks, bonds, index funds, mutual funds, and ETFs; the firm researches individual securities and fund managers and monitors holdings rather than pursuing short‑term trading. Client goals, risk tolerance, tax considerations and time horizon are incorporated into individualized allocations and the firm manages assets solely on a discretionary basis. What distinguishes the firm from many peers is its explicit servicing of charitable organization clients (foundations and endowments), a client type that is uncommon for firms of this size, while generally targeting high‑net‑worth accounts and maintaining a $1 million account minimum (waivers possible). The firm is focused exclusively on investment management, does not accept performance‑based fees, and its senior investment professional holds CFA, CAIA and CFP credentials with multi‑decade industry experience.

To learn more about the advisors currently working at Penn Street Capital Management LLC, 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.