Streetwise Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
StreetWise Capital, LLC is a small, sole‑owned investment adviser that provides discretionary and non‑discretionary asset and portfolio management for entities such as business clients, trusts, endowments, and high‑net‑worth individuals, and also offers financial planning and related consulting when requested. The firm currently manages approximately $525,000 on a discretionary basis and operates on a fee‑for‑service model rather than selling commission products.
Investment decisions draw on fundamental, technical and cyclical analysis and may include long‑term holdings, shorter‑term trades, and tactical adjustments tailored to each client’s objectives and risk profile. For clients who meet the firm’s qualified‑client criteria, StreetWise implements more advanced, actively managed strategies and assesses performance‑based fees in addition to asset‑based management fees.
Compared with many peers, StreetWise is led by a single owner/advisor with a data‑science and corporate risk background and also provides business and IT consulting and deal‑sourcing support in addition to advisory services. The firm publishes a subscription newsletter, conducts educational seminars and workshops, and offers standalone financial planning billed on an hourly basis — service elements that are uncommon among investment managers of its category.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.80% $2,000,000 - $5,000,000: 1.50% $5,000,000 - $7,500,000: 1.25% $7,500,000 - $10,000,000: 1.00% $10,000,000+: Negotiable
$150 per hour for financial planning, negotiable, may be waived if plan implemented with StreetWise
20% on realized/unrealized capital gains, assessed quarterly, only for qualified clients (clients with at least $1 million AUM or net worth of $2.1 million)
$50 per month for newsletter subscribers
Account minimum: $100,000 Fee-only: Management fee based on AUM; performance fees for qualified clients; hourly fees for financial planning; newsletter subscription fee
Main office
Johns Creek GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Streetwise Capital · Streetwise Capital, LLC
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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