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Daytona Street Capital
SEC-regulated
Registered investment advisor
Daytona Street Capital LLC is an independent SEC-registered investment advisor established in 2021, located in St. Louis, Missouri. The firm's core equity investment strategy aims to outperform the S&P 500 by concentrating on advantaged businesses for long-term holding. The firm offers separately managed accounts with a minimum initial investment of $250,000, and fees range from 0.75% to 1.00% per year based on the investment strategy. Daytona Street manages approximately $161 million in client assets as of 12/31/2024. The firm provides customized advisory services, including global asset allocation strategies. Clients' assets are held by a qualified custodian, and the firm has implemented procedures to safeguard client assets. Daytona Street accepts discretionary authority for trading client securities and has the authority to vote client securities. The firm has a Code of Ethics in place and does not accept compensation for the sale of securities. Daytona Street does not have any financial conditions that would impair its ability to meet its commitments to clients and has never been subject to a bankruptcy petition. For more information, clients can contact the firm directly.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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