Streeter Moore & Stipe Llc
- Regulatory AUM
- $219M
- Discretionary
- $209M
- Clients
- 188
- Avg AUM / client
- $1.2M
- Accounts
- 188
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 150 | $73.2M | 33.4% |
| High net worth individuals | 25 | $126M | 57.3% |
| Corporations and other businesses | 13 | $20.3M | 9.26% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Henry Streeter | Managing Member / Chief Compliance Officer | Jul 1995 (31y) | 75% or more | |
| Streeter, Chrissy, M | Owner | Mar 2021 (5y) | 5% – 10% | |
| Robert L Bandy | Registered representative | Jan 2015 (12y) | ||
| Brian Keith Mcguire | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $121M (55% of AUM) Mar 2026
- Fidelity Distributors Company Llc $92.9M (42% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $28.0M (20% of AUM) May 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗