WS
Wall Street Capital Advisors, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 150334
· Ladue, MO
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ADV data as of Apr 23, 2025
- Regulatory AUM
- $3.5M
- Discretionary
- $3.5M
- Clients
- 25
- Avg AUM / client
- $140K
- Accounts
- 25
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $3.5M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Stanley Nemec | Registered representative | Feb 2007 (20y) | ||
| Oliver Curtis Joseph | Registered representative | Jan 2010 (17y) |
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) | 04/23/2025 | 992 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $3.5M (100% of AUM) Apr 2025
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: Apr 23, 2025.
View current Form ADV (SEC/IAPD) ↗