SourcingSourcing

DAYTONA STREET CAPITAL LLC

C30
CRD 316666·SEC 801-130630·SAINT LOUIS, MO
AUM
$189.3M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$568K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DAYTONA STREET CAPITAL LLC
CRD
316666
SEC file #
801-130630
EIN
873188908
DBA names
Daytona Street Capital

Economics

AUM
$189.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$89.3M → $189.3M▲ +112%
Client mix
Individuals High Net Worth40
Individuals Other10
Pooled Investment Vehicles1

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
2 advisors → 4 advisors▲ +100%
Primary office
SAINT LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
linkedin.com/company/daytona-street-capital/about(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EIDELMAN, THOMAS, ARON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
EIDELMAN, THOMAS, ARON
Weiss, Benjamin, Muni
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:daytonastreet.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002101936
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-21
Edgar Last Filing Date
2026-04-10
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-10
Accession0002101936-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers3
Millennium Trust2
Edgar Addresses
Mailing
8000 MARYLAND AVE SUITE 600SAINT LOUIS, MO 63105
Business
8000 MARYLAND AVE SUITE 600SAINT LOUIS, MO 63105
Edgar EIN
873188908
Edgar Recent Filings
13F-HR2026-04-10 · 0002101936-26-000002
13F-HR2026-01-21 · 0002101936-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3253733
Trust Company Affiliate
No

People (4)

4
Weiss, Benjamin, Muni
IAR · Direct Owner · 62.5%
6761857
EIDELMAN, THOMAS, ARON
IAR · Direct Owner · 62.5%
3253733
DAVID ROBERT EIDELMAN
IAR
76385
STANLEY FINGER
IAR
4529631