Broad Street Capital Advisors, LLC

Broad Street Capital Advisors, LLC (CRD# 145460) is a financial advisory firm headquartered in Athens, GA. They manage $746,186,846 in 487 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    746
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $1,532,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, HI, LA, NC, OR, VA

Financial Advisors at Broad Street Capital Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
James M. Treadwell
CRD#: 3206505
1550 Timothy Road, Suite 102, Athens, GA 30606
96
Wealthminder
score

James Treadwell (CRD# 3206505) is an Investment Advisor Representative working at Broad Street Capital Advisors, LLC in Athens, GA and has over 17 years of experience in the finance industry.

2
James H. Bozman
CRD#: 1637763
1550 Timothy Road, Suite 102, Athens, GA 30606
93
Wealthminder
score

James Bozman (CRD# 1637763) is an Investment Advisor Representative working at Broad Street Capital Advisors, LLC in Athens, GA and has over 29 years of experience in the finance industry.

3
Lee R. Brinson
CRD#: 4717971
1550 Timothy Road, Suite 102, Athens, GA 30606
93
Wealthminder
score

Lee Brinson (CRD# 4717971) is an Investment Advisor Representative working at Broad Street Capital Advisors, LLC in Athens, GA and has over 13 years of experience in the finance industry.

4
John A. Gholson
CRD#: 2487245
1550 Timothy Road, Suite 102, Athens, GA 30606
93
Wealthminder
score

John Gholson (CRD# 2487245) is an Investment Advisor Representative working at Broad Street Capital Advisors, LLC in Athens, GA and has over 22 years of experience in the finance industry.

5
Edward T. Hill
CRD#: 2376075
1550 Timothy Road, Suite 102, Athens, GA 30606
93
Wealthminder
score

Edward Hill (CRD# 2376075) is an Investment Advisor Representative working at Broad Street Capital Advisors, LLC in Athens, GA and has over 19 years of experience in the finance industry.

6
Richard P. Sheridan
CRD#: 1266071
1550 Timothy Road, Suite 102, Athens, GA 30606
93
Wealthminder
score

Richard Sheridan (CRD# 1266071) is an Investment Advisor Representative working at Broad Street Capital Advisors, LLC in Athens, GA and has over 32 years of experience in the finance industry.

7
Valerie S. Smithey
CRD#: 2630429
1550 Timothy Road, Suite 102, Athens, GA 30606
93
Wealthminder
score

Valerie Smithey (CRD# 2630429) is an Investment Advisor Representative working at Broad Street Capital Advisors, LLC in Athens, GA and has over 20 years of experience in the finance industry.

8
Erin J. Repac
CRD#: 5095150
1550 Timothy Road, Suite 102, Athens, GA 30606
90
Wealthminder
score

Erin Repac (CRD# 5095150) is an Investment Advisor Representative working at Broad Street Capital Advisors, LLC in Athens, GA and has over 5 years of experience in the finance industry.

9
Thomas C. Sheridan
CRD#: 6161488
1550 Timothy Road, Suite 102, Athens, GA 30606
90
Wealthminder
score

Thomas Sheridan (CRD# 6161488) is an Investment Advisor Representative working at Broad Street Capital Advisors, LLC in Athens, GA and has over 3 years of experience in the finance industry.

10
Harry S. Popper
CRD#: 861818
6501 Peake Road, Macon, GA 31210
83
Wealthminder
score

Harry Popper (CRD# 861818) is an Investment Advisor Representative working at Broad Street Capital Advisors, LLC in Macon, GA and has over 31 years of experience in the finance industry.

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