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5TH STREET ADVISORS, LLC

SOUTHPORT, CT · CRD 140165 · IAPD ↗ · 5thstreetadvisors.com · 203-327-1212

$524.5MRegulatory AUM
5Advisory reps
7Employees
0Clients
26-50Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — 5TH STREET ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — 5TH STREET ADVISORS, LLC crossed $500M in regulatory AUM ($446.8M -> $524.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
January 2025 — 5TH STREET ADVISORS, LLC notice-filed in CO, DC, MA, MD, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — 5TH STREET ADVISORS, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — 5TH STREET ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — 5TH STREET ADVISORS, LLC reported RAUM up 34% ($345.8M -> $462.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.