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DAYTONA STREET CAPITAL

SAINT LOUIS, MO · CRD 316666 · IAPD ↗ · 314-727-9479

$189.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
1Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
March 2025 — DAYTONA STREET CAPITAL now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
95
August 2024 — DAYTONA STREET CAPITAL (SAINT LOUIS, MO) is newly SEC-registered with $141.6M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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