Max Lile has been Managing Member of AllStreet Capital since July 2016, is a control person of the firm and directly owns between 25% and 50% of it. Max Lile holds a Bachelor of Business Administration from the University of Oklahoma.
Allstreet Capital LLC is a Los Angeles, CA firm with $218M under management, 120 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Max Lile is Partner | Senior Advisor of AllStreet Capital. He founded AllStreet Capital after a twenty-year career that began in the late 1990s as a Financial Advisor and Senior Portfolio Manager with Smith Barney, UBS and Morgan Stanley. At AllStreet Capital, he works directly with clients on all aspects of wealth management, with a specialty in modern portfolio theory and behavioral economics.
Max Lile’s longest registration is the current one, 10 years at AllStreet Capital since 2016. Before joining AllStreet Capital in 2016, Max Lile was registered through Morgan Stanley and Morgan Stanley & Co. Incorporated.
- Allstreet Capital LLCCurrent– present · 10 yearsLouisville, KY · Adviser representative · Firm CRD 283564
- Morgan Stanley– · 7 yearsLouisville, KY · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearLos Angeles, CA · Adviser representative · Firm CRD 8209
- UBS Financial Services Inc.– · 5 yearsLos Angeles, CA · Adviser representative · Firm CRD 8174
- Citigroup Global Markets Inc.– · 3 yearsLos Angeles, CA · Adviser representative · Firm CRD 7059
Professional designations
Listed by AllStreet Capital
- Certified Investment Management Analyst (C.I.M.A.)
Investment adviser representative registrations
Max Lile is registered as an investment adviser representative in 3 states. The first approvals date from July 2016; the most recent is Kentucky, in August 2016.
- CaliforniaSince 8 July 2016
- KentuckySince 8 August 2016
- TexasSince 8 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 15 May 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 May 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 April 1999 |
| Series 7 | General Securities Representative Examination | 14 April 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Max David Lile
- CRD
- 2648652
- Firm
- AllStreet Capital · CRD 283564
- Role
- Managing Member
- Office
- Louisville, KY
- Registration
- Investment adviser registration
- In the industry since
- June 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- allstreetcapital.com
Where does Max Lile work?
Max Lile has been Managing Member of Allstreet Capital LLC since July 2016, and is a control person of the firm.
Is Max Lile a financial advisor?
Yes. Max Lile has a current investment-adviser registration in California, Kentucky and Texas, through AllStreet Capital since July 2016.
How many years of experience does Max Lile have?
Max Lile has 27 years in the financial industry, since June 1999, across 5 adviser firms.
What exams has Max Lile passed?
Max Lile has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in April 1999. FINRA credited Max Lile with the SIE, which began in October 2018.
Where did Max Lile work before AllStreet Capital?
Before AllStreet Capital, Max Lile was registered through Morgan Stanley & Co. Incorporated, February 2009 to June 2009; UBS Financial Services Inc., April 2003 to March 2009; Citigroup Global Markets Inc., June 1999 to April 2003.
Where is Max Lile based?
Max Lile’s registered office is in Louisville, KY.
Is Max Lile registered with FINRA?
No. Max Lile has no current broker registration.
How can I verify Max Lile’s record?
Search CRD 2648652 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Max Lile’s full registration record.
