# Exchange Street Capital

> Exchange Street Capital is a state-registered investment advisory firm in Spring Lake, MI, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 333360
- Filed as: EXCHANGE STREET CAPITAL
- Legal name: Exchange Street Capital LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Spring Lake, MI
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333360
- AdvisorCensus page: https://advisorcensus.com/firm/exchange-street-capital-spring-lake-mi-333360

## Quick answers

**How is Exchange Street Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Exchange Street Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Exchange Street Capital located?**
Exchange Street Capital's principal office is in Spring Lake, MI, according to its Form ADV.

**Is Exchange Street Capital registered with the SEC or a state?**
Exchange Street Capital is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333360.

**How much does Exchange Street Capital manage?**
Exchange Street Capital reports $32,754,639 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (83% discretionary).

**What types of clients does Exchange Street Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (6); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Exchange Street Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333360

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $32,754,639
- Discretionary: $27,037,779
- Non-discretionary: $5,716,860

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $8,555,612 |
| High net worth individuals | 6 | $18,482,167 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $5,716,860 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- exchangestcapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Exchange Street Capital (CRD 333360): Form ADV filing data as of October 2026.