AdvisorCensus / Financial advisors / Webster Street Investment Advisors LLC
Webster Street Investment Advisors LLC
Filed as WEBSTER STREET INVESTMENT ADVISORS LLC
Webster Street Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 21, 2026.
Quick answers
From the filingHow is Webster Street Investment Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Webster Street Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management.
How much does Webster Street Investment Advisors LLC charge?
Its Form ADV Part 2A brochure dated February 19, 2026 states: Up to $2,000,000: 1% a year; $2,000,001 to $5,000,000: 0.8% a year; Above $5,000,001: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Webster Street Investment Advisors LLC registered with the SEC or a state?
Webster Street Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 298027.
How much does Webster Street Investment Advisors LLC manage?
Webster Street Investment Advisors LLC reports $113,737,962 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (100% discretionary).
What types of clients does Webster Street Investment Advisors LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (16).
Which custodians does Webster Street Investment Advisors LLC use?
Webster Street Investment Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Webster Street Investment Advisors LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298027
Does Webster Street Investment Advisors LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 19, 2026 says: "Webster Street requires a minimum relationship size of $500,000 to effectively implement its investment process. This minimum may be waived at the sole discretion of the Advisor."
What changed in Webster Street Investment Advisors LLC's recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,001 to $5,000,000 | 0.8% |
| Above $5,000,001 | 0.75% |
The brochure's wording
Investment management fees are based on the following schedule: Assets Under Management ($) Annual Rate (%) Up to $2,000,000 1.00% $2,0000,001 to $5,000,000 0.80% $5,000,001 and up 0.75%
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Webster Street requires a minimum relationship size of $500,000 to effectively implement its investment process. This minimum may be waived at the sole discretion of the Advisor.
As stated in the firm's Form ADV Part 2A brochure dated February 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$113,737,962 as of October 2026, filing dated April 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Webster Street Investment Advisors LLC (CRD 298027): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/webster-street-investment-advisors-llc-298027