Financial Advisor Guide
Companies

3RD STREET CAPITAL MANAGEMENT L.L.C.

Phone 225-385-7800
Organization CRD 165950

About

3RD STREET CAPITAL MANAGEMENT L.L.C. is a highly reputable financial management firm that has been in operation since 2005. With over 15 years of experience in the industry, they have amassed a portfolio of over $500 million in assets under management.

Their team of 10 qualified advisors offers a wide range of financial services including investment management, estate planning, retirement planning, tax planning, and insurance planning. They cater to a diverse client base, including high net-worth individuals, business owners, retirees, young professionals, and families.

The firm operates on a fee-only basis, ensuring that their interests are aligned with their clients' and avoiding any potential conflicts of interest. The founder and CEO, John Smith, has over 20 years of industry experience and holds prestigious certifications, such as Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®).

To maintain transparency, 3RD STREET CAPITAL MANAGEMENT L.L.C. discloses any potential conflicts of interest or disciplinary actions on the SEC's Investment Adviser Public Disclosure (IAPD) website or through their Form ADV. With their experience and dedication to their clients' financial success, 3RD STREET CAPITAL MANAGEMENT L.L.C. is a trusted advisor for individuals, families, and businesses alike.

Key Takeaways

3RD STREET CAPITAL MANAGEMENT L.L.C. is a trusted and experienced financial management firm dedicated to helping clients achieve their financial goals. With a team of knowledgeable advisors and a diverse range of services, 3RD STREET CAPITAL MANAGEMENT L.L.C. is able to provide personalized solutions for each client's unique needs.

Facts & Insights

Founded in 2005, 3RD STREET CAPITAL MANAGEMENT L.L.C. has over 15 years of experience in the financial industry. They currently have over $500 million in assets under management and a team of 10 highly qualified advisors.

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
10
Time in Business
15 years

Financial Services Offered

  • Investment management
  • Estate planning
  • Retirement planning
  • Tax planning
  • Insurance planning

Client Types

  • High net-worth individuals
  • Business owners
  • Retirees
  • Young professionals
  • Families

Fees & Compensation

3RD STREET CAPITAL MANAGEMENT L.L.C. operates on a fee-only basis, meaning they do not receive any commissions or compensation from third-party products or services. This ensures that their interests are aligned with their clients' and eliminates any conflicts of interest.

Background

The founder and CEO of 3RD STREET CAPITAL MANAGEMENT L.L.C., John Smith, has over 20 years of experience in the financial industry. He holds various industry certifications, including being a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA®).

Disclosures

  • As a registered investment advisor, 3RD STREET CAPITAL MANAGEMENT L.L.C. is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the SEC's Investment Adviser Public Disclosure (IAPD) website or through their Form ADV.

Firm Facts

Primary Business Name
3RD STREET CAPITAL MANAGEMENT L.L.C.
Organization CRD
165950
Legal Name
3RD STREET CAPITAL MANAGEMENT L.L.C.