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They include 115 individual clients, 92 high-net-worth individuals, and 11 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does 5th Street Advisors offer?","answer":"5th Street Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does 5th Street Advisors charge?","answer":"5th Street Advisors charges up to 1.00% a year for its Investment Management Fees. The fee is billed in arrears and requires an account of at least $500,000.","source":"5TH STREET ADVISORS DISCLOSURE BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does 5th Street Advisors use?","answer":"5th Street Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $381M and Charles Schwab & Co., Inc. (Omaha, NE), with $109M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does 5th Street Advisors have?","answer":"5th Street Advisors has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does 5th Street Advisors invest in?","answer":"At the end of its last fiscal year, 5th Street Advisors’ separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 13% U.S. government and agency bonds, 8% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does 5th Street Advisors have a minimum investment?","answer":"Yes, 5th Street Advisors’ minimum account size for its Investment Management Fees is $500K.","source":"5TH STREET ADVISORS DISCLOSURE BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns 5th Street Advisors?","answer":"5th Street Advisors’ direct owners are Cesar Manent (50% to 75%), Abelardo Curdumi (10% to 25%), Shane Pendley (25% to 50%) and Carolina Manent (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does 5th Street Advisors get paid?","answer":"5th Street Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is 5th Street Advisors registered with the SEC?","answer":"Yes, 5th Street Advisors has been registered with the SEC as an investment adviser since 25 June 2007. Its CRD number is 140165 and its SEC file number is 801-68066.","source":"Form ADV Part 1A, Item 1, filed 17 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact 5th Street Advisors?","answer":"5th Street Advisors’ main office is at 107 John Street, Southport, CT 06890. Its phone number is 203-327-1212. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}