Wall Street Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wall Street Capital Advisors provides discretionary investment advisory services to individuals, trusts, and pension plans, focusing exclusively on portfolio management for stocks, ETFs, and mutual funds. The firm operates with a small advisory team and a limited client base, and it generally does not accept clients who seek municipal bonds, active day trading, options speculation, or margin strategies.
The firm’s investment approach centers on an earnings-momentum strategy that combines fundamental analysis of company profits with industry relative-strength analysis and technical/charting tools. Portfolios are custom-tailored to each client’s risk tolerance, the firm monitors national economic trends and subscribes to third‑party data services, and it does not engage in frequent trading or provide tax advice.
Distinctive features include the availability of performance-based compensation for qualified clients, with incentive fees calculated on a high‑water‑mark basis and overseen by an outside accounting firm alongside standard percentage-of-AUM billing—an arrangement that is uncommon among peers. The firm also does not offer private placements or a stated focus on high‑net‑worth clientele, and it conducts monthly account reviews primarily through centralized oversight.
Client services
Expertise
Fee options
20% of profits (incentive fee), charged monthly with a high water mark; applies in addition to AUM fee
Account minimum: $3,500,000
Main office
9909 Clayton Rd, Ste LL1
Ladue MO 63124-1184
Advisors at this office
2
Most active in
Illinois · Missouri
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
Advisors at this firm
Oliver J
Series 65
Ladue, MO
Wall Street Capital Advisors, LLC
Oliver Joseph is a financial advisor at Wall Street Capital Advisors, LLC with 17 years of industry experience. He holds a Series 65 designation and has been associated with Lindenwood University since 1999. Wall Street Capital Advisors provides discretionary investment advisory services to individuals, trusts, and pension plans, focusing on portfolio management of stocks, ETFs, and mutual funds through an earnings-momentum investment strategy. The firm serves a limited client base with customized portfolios tailored to risk tolerance and employs performance-based compensation for qualified clients.
Charles N
Series 63, Series 65
Ladue, MO
Wall Street Capital Advisors, LLC
Charles Nemec is a financial advisor at Wall Street Capital Advisors, LLC, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wall Street Capital Advisors and its predecessor entities since 1983. Wall Street Capital Advisors provides discretionary portfolio management services to individuals, trusts, and pension plans, focusing on stocks, ETFs, and mutual funds. The firm employs an earnings-momentum investment approach that integrates fundamental, relative-strength, and technical analyses, tailoring portfolios to each client's risk tolerance while generally avoiding frequent trading and certain investment strategies like municipal bonds or options speculation.
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