Firm profile

5TH STREET ADVISORS, LLC

SOUTHPORT, CTCRD 140165Latest ADV March 24, 2026

5TH Street Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southport, CT. Its latest Form ADV filing, dated March 24, 2026, reports $524M in regulatory assets under management, 7 employees, 1 office, and 688 accounts.

Assets Under Management
$524M
Employees
7
Offices
1 office
Total Clients
222
Primary office
SOUTHPORT, CT
107 JOHN STREET, SOUTHPORT, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOShane D. Pendley

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 51.8% of total clients.
Top client categories% of clientsClients
1
Individuals
51.8%
115
2
HNWI
41.4%
92
3
Pension Plans
5.0%
11
4
Corporations
1.8%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$524Mas of March 24, 2026
Discretionary68.8%
$361M
69% of total RAUM68.8%
Non-discretionary31.2%
$163M
31% of total RAUM31.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$524M
Total Accounts688
10Y AUM Change+$353M (+205.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee32:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.