Street Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and philanthropic planning.
Street Capital Partners reports 174 clients. They include 119 individual clients, 44 high-net-worth individuals and 11 charitable organizations. Of its assets, 100.0% ($239M across 379 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $21.6M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 21% |
| High-net-worth individuals | 25% | 73% |
| Charitable organizations | 6% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 119 | $49.2M | 20.6% | $414K |
| High-net-worth individuals | 44 | $175M | 73.4% | $3.99M |
| Charitable organizations | 11 | $14.3M | 6.0% | $1.3M |
| Total | 174 | $239M | 100% | $1.37M |
- Clients
- 119
- Regulatory AUM
- $49.2M
- AUM share
- 20.6%
- Avg. per client
- $414K
- Clients
- 44
- Regulatory AUM
- $175M
- AUM share
- 73.4%
- Avg. per client
- $3.99M
- Clients
- 11
- Regulatory AUM
- $14.3M
- AUM share
- 6.0%
- Avg. per client
- $1.3M
Total
- Clients
- 174
- Regulatory AUM
- $239M
- AUM share
- 100%
- Avg. per client
- $1.37M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Street Capital Partners is paid through a percentage of assets under management and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Burton Street owns 75% or more of Street Capital Partners. The leadership team of Street Capital Partners includes Chief Compliance Officer Susan Mitchell. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Street Capital Partners, LLC
Burton Street
Control person · since May 2020
Street Capital Partners’ regulatory assets grew 1.7× from $140M (April 2021) to $239M (March 2026); clients were 174 in both filings and employees fell from 6 to 4. In 2020, Trust Investment Advisors joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $239M | 174 | 4 | 1 |
| Mar 2025March 2025 | $208M | 189 | 5 | 1 |
| Mar 2024March 2024 | $182M | 187 | 5 | 1 |
| Mar 2023March 2023 | $165M | 204 | 6 | 3 |
| Feb 2022February 2022 | $170M | 196 | 6 | 1 |
| Apr 2021April 2021 | $140M | 178 | 6 | 1 |
Firms that joined
20201 joined
- Trust Investment AdvisorsNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Street Capital Partners has 0 offices, with 1 listed address in 1 state.
Indiana · 1 listed address
- 301 Pennsylvania Parkway, Suite 301, IndianapolisHQ
Other business names
Street Capital Partners has reported 3 other business names to the SEC.
- Street Capital Partners LLC
- Tia
- Trust Investment Advisors
Contact and registration details
- Legal name
- Street Capital Partners, LLC
- Headquarters
- 301 Pennsylvania Parkway, Suite 301, Indianapolis, IN 46280
- Website
- tiadvisors.com
- Phone
- 317-253-2000
- SEC file
- 801-118875
- Structure
- Indiana LLC
- Fiscal year end
- December
Street Capital Partners’ named custodian for separately managed accounts is Fidelity ($184M). Street Capital Partners has custody of $23M for 49 clients.
- FidelityNational Financial Services LLC · Boston, MA · $184M100%
At year end, Street Capital Partners’ separately managed accounts were mostly in stocks (84%) and funds (13%). Its reported 13F holdings for the quarter ended 31 March 2026 total $171M across 89 positions; the largest are Eli Lilly & CO (10.4%), Apple Inc. (9.8%) and Microsoft Corp. (3.7%).
What the accounts hold
- Stocks84%
- Funds13%
- Bonds1%
- Cash2%
How many clients does Street Capital Partners have?
Street Capital Partners has 174 clients and manages $239 million for them, as of March 2026. They include 119 individual clients, 44 high-net-worth individuals and 11 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Street Capital Partners offer?
Street Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Street Capital Partners use?
Street Capital Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $184M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Street Capital Partners have?
Street Capital Partners has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Street Capital Partners invest in?
At the end of its last fiscal year, Street Capital Partners’ separately managed accounts held 84% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% 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 Street Capital Partners?
Street Capital Partners’ direct owner is Burton Street (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Street Capital Partners get paid?
Street Capital Partners is paid through a percentage of assets under management and other compensation. 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 Street Capital Partners?
Street Capital Partners’ main office is at 301 Pennsylvania Parkway, Suite 301, Indianapolis, IN 46280. Its phone number is 317-253-2000. Its website is tiadvisors.com.
