This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.03 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$189MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$189M

Private client RAUM

$184MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$47.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

107

Individual clients

10

High net worth clients

40

Private funds

1Schedule D 7.B(1)

Custody, client assets

$22.5M

SEC number

801-130630

CRD

316666

Filings on the tape

7

First filed

Nov 9, 2021

Latest filed

Mar 12, 2026

Organised

Limited Liability Company, MO

• Occurred

  Apr 10, 2023
  Team lift-out

  2 advisors left Eidelman Virant Capital (ST Louis, MO) for Daytona Street Capital on the same day

  Form ADVobserved 4 days ago
  2 advisors
• Occurred

  Nov 9, 2021
  First Form ADV filing

  Daytona Street Capital filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:70c73646-4356-b75d-a21e-4e85bc3150e8

First observed

Nov 9, 2021

Last observed

Mar 12, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.