RIA Intel›Advisers›Georgia›STREETWISE CAPITAL, LLC

STREETWISE CAPITAL, LLC

Advisory

GA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$88K

across 6 accounts

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$525K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$525K

Discretionary AUM$525K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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AVANT GARDE CAPITAL, LLC

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THROCKMORTON ADVISORS, LLC

$584K

JOHNS CREEK, GA

$594K

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