AdvisorRanked
95
Clean

ALLSTREET CAPITAL LLC

707 WILSHIRE BLVD, LOS ANGELES, CA 90017
Fiduciaryfee-onlySEC Registered
213-443-6791 HTTPS://WWW.LINKEDIN.COM/COMPANY/12951769/ CRD #283564
$218M
Assets Managed
2
Clients
3
Employees
10
Years Active
since 2016

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46078. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 10 years.

Firm Details

Legal NameALLSTREET CAPITAL LLC
CRD Number#283564
SEC RegisteredYes
Registration Date2016-07-08
States RegisteredCA
Assets Under Management$218M
Number of Clients2
Employees3
Compensation Typefee-only
Last ADV Filing46078

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Frequently Asked Questions

Is ALLSTREET CAPITAL LLC a fiduciary?

Yes. ALLSTREET CAPITAL LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does ALLSTREET CAPITAL LLC charge clients?

ALLSTREET CAPITAL LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does ALLSTREET CAPITAL LLC have any complaints?

No. ALLSTREET CAPITAL LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 10 years of operation.

How does ALLSTREET CAPITAL LLC compare to other advisors in LOS ANGELES?

ALLSTREET CAPITAL LLC has a Red Flag Score of 95/100. There are 203 registered advisory firms in LOS ANGELES. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46078. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.