# 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.

- CRD: 298027
- Filed as: WEBSTER STREET INVESTMENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298027
- AdvisorCensus page: https://advisorcensus.com/firm/webster-street-investment-advisors-llc-298027

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 19, 2026)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $113,737,962
- Discretionary: $113,737,962
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $4,586,261 |
| High net worth individuals | 40 | $101,223,739 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,927,962 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [websterstreetadvisors.com](https://websterstreetadvisors.com)

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Webster Street Investment Advisors LLC (CRD 298027): Form ADV filing data as of October 2026.