Streettalk Advisors, L.L.C. (Houston)

Streettalk Advisors, L.L.C. is a large advisory firm based in Houston. It manages $570.34 million of regulatory assets for 2,148 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Louisiana and Texas.

Streettalk Advisors, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Streettalk Advisors, L.L.C: assets under management

The assets under management (AUM) of Streettalk Advisors, L.L.C. is $570.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 641% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $570.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $265.52 thousand each.

Streettalk Advisors, L.L.C has custody of $23.73 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Streettalk Advisors, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Streettalk Advisors, L.L.C.

James Luke Patterson has served as the Chief Investment Officer since 1 Dec 2009. Hope Marie Edick joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lance Eric Roberts	Member	1 Oct 2002	50% - 75%	3068207
Michael Anthony Smith	Member	1 Oct 2002	25% - 50%	3128757
James Kenneth Blake	Member	1 Oct 2002	25% - 50%	1269497
Cherie Lynn Freetage	Designated officer	1 Nov 2003	Other	2936874
Michael Barrett Suttle	Member	1 Aug 2005	Other	2639519
James Luke Patterson	Chief investment officer	1 Dec 2009	Other	2702156
James Luke Patterson	Member	1 Sep 2010	Other	2702156
Hope Marie Edick	Chief compliance officer	1 Aug 2011	Other	4388923

Based in Houston

The principal office where Streettalk Advisors, L.L.C. performs its advisory services is located at 800 Town & Country Blvd, Houston, TX 77024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.