Market Street Wealth Management Advisors, Llc
- Regulatory AUM
- $776M
- Discretionary
- $769M
- Clients
- 427
- Avg AUM / client
- $1.8M
- Accounts
- 1,693
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 222 | $96.3M | 12.4% |
| High net worth individuals | 200 | $664M | 85.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $940K | 0.12% |
| Charitable organizations | 5 | $3.7M | 0.48% |
| Corporations and other businesses | Fewer than 5 clients | $10.8M | 1.39% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ervin, Kevin, Jay | Senior Financial Planner | Oct 2001 (25y) | 10% – 25% | |
| Katie Jo Fischer | Chief Compliance Officer/Senior Financial Planner | CFP | Oct 2014 (12y) | 10% – 25% |
| Jessica Lynn Bokhart | Senior Financial Planner/Managing Partner | CFP | Oct 2014 (12y) | 25% – 50% |
| Kyle B Thompson | Senior Financial Planner | CFP | May 2015 (11y) | 25% – 50% |
| Patrick Kyle Roberts | Senior Investment Advisor | Oct 2015 (11y) | 10% – 25% | |
| Aaron Randel Paul Williams | Senior Financial Planner | CFP | Mar 2017 (9y) | 10% – 25% |
| Austin B Angel | Registered representative | CFP | Jan 2020 (7y) | |
| Douglas Robert Oneill | Registered representative | Jan 2024 (3y) | ||
| Adriane Dale Kulczar | Registered representative | Feb 2024 (2y) |
Undisclosed: 0% – 10% 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) | 05/20/2026 | 982 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $717M (92% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗