AllStreet Capital provides portfolio management for individuals and small businesses, financial planning, and insurance.
AllStreet Capital reports 120 clients. They include 60 individual clients and 60 high-net-worth individuals. Of its assets, 100.0% ($218M across 475 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $654M. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 9% |
| High-net-worth individuals | 50% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 60 | $20M | 9.2% | $333K |
| High-net-worth individuals | 60 | $198M | 90.8% | $3.3M |
| Total | 120 | $218M | 100% | $1.82M |
- Clients
- 60
- Regulatory AUM
- $20M
- AUM share
- 9.2%
- Avg. per client
- $333K
- Clients
- 60
- Regulatory AUM
- $198M
- AUM share
- 90.8%
- Avg. per client
- $3.3M
Total
- Clients
- 120
- Regulatory AUM
- $218M
- AUM share
- 100%
- Avg. per client
- $1.82M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
AllStreet Capital charges up to 1.10% a year for its Wrap Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Fee details and sources
Sean Richardson owns 50% to 75% of AllStreet Capital. The leadership team of AllStreet Capital includes Chief Compliance Officer Sean Richardson. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Allstreet Capital LLC
Sean Richardson
Control person · since July 2016
- Owns 25% to 50% of Allstreet Capital LLC
Max Lile
Control person · since July 2016
AllStreet Capital’s regulatory assets grew from $159M (February 2021) to $218M (February 2026); clients fell from 142 to 120 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $218M | 120 | 3 | 2 |
| Mar 2025March 2025 | $194M | 200 | 3 | 2 |
| May 2024May 2024 | $190M | 170 | 3 | 2 |
| Feb 2023February 2023 | $180M | 150 | 3 | 2 |
| Mar 2022March 2022 | $183M | 150 | 3 | 2 |
| Feb 2021February 2021 | $159M | 142 | 3 | 2 |
Besides its headquarters, AllStreet Capital has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
California · 1 listed address
- 707 Wilshire BLVD, Suite 4000, Los AngelesHQ
Contact and registration details
- Legal name
- Allstreet Capital LLC
- Headquarters
- 707 Wilshire BLVD, Suite 4000, Los Angeles, CA 90017
- Website
- allstreetcapital.com
- Phone
- 213-443-6791
- @12951769
- SEC file
- 801-108018
- Founded
- 2016
- Structure
- California LLC
- Fiscal year end
- December
AllStreet Capital’s named custodian for separately managed accounts is Fidelity ($218M). AllStreet Capital has custody of $11M for 6 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $218M100%
At year end, AllStreet Capital’s separately managed accounts were mostly in stocks (58%) and bonds (42%). Its reported 13F holdings for the quarter ended 30 June 2026 total $154M across 68 positions; the largest are Vanguard Tax-managed Fds (12.0%), Vanguard World FD (8.8%) and Vanguard World FD (8.7%).
What the accounts hold
- Stocks58%
- Exchange-traded equities50%
- Non-exchange-traded equities8%
- Bonds42%
- U.S. government and agency bonds35%
- State and local bonds7%
How many clients does AllStreet Capital have?
AllStreet Capital has 120 clients and manages $218 million for them, as of February 2026. They include 60 individual clients and 60 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does AllStreet Capital offer?
AllStreet Capital provides portfolio management for individuals and small businesses, financial planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does AllStreet Capital charge?
AllStreet Capital charges up to 1.10% a year for its Wrap Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, APP 1 - WRAP BROCHURE, filed 25 February 2026
Which custodians does AllStreet Capital use?
AllStreet Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $218M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does AllStreet Capital have?
AllStreet Capital has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 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
What does AllStreet Capital invest in?
At the end of its last fiscal year, AllStreet Capital’s separately managed accounts held 50% exchange-traded equities, 35% U.S. government and agency bonds, 8% non-exchange-traded equities and 7% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns AllStreet Capital?
AllStreet Capital’s direct owners are Max Lile (25% to 50%) and Sean Richardson (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does AllStreet Capital get paid?
AllStreet Capital is paid through a percentage of assets under management 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
How do I contact AllStreet Capital?
AllStreet Capital’s main office is at 707 Wilshire BLVD, Suite 4000, Los Angeles, CA 90017. Its phone number is 213-443-6791. Its website is allstreetcapital.com.
