Maple Street Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,016,333
Clients
25
36% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$920,653
About
Maple Street Capital Advisors provides investment management and financial planning to individuals, families, and high-net-worth clients, managing roughly $23 million across about 25 client relationships. The firm offers ongoing, generally discretionary portfolio management alongside comprehensive financial plans created with planning software and reviewed at least annually.
Investment decisions are driven by fundamental equity analysis combined with a core allocation to low-cost stock and bond index funds, with asset allocation used to align portfolios to client risk tolerances. The firm emphasizes long-term holdings in high-quality businesses as an inflation hedge, complements core funds with selective individual securities, and routinely includes a position in gold ETFs for diversification and inflation protection.
Compared with many peers, Maple Street operates with no account minimum and does not outsource to third-party managers, which supports a small, closely managed client base and more personalized portfolio construction. The firm is led by an advisor with a CFA designation and institutional analyst experience, recommends Interactive Brokers as custodian, and discloses a consistent, stated preference for gold exposure as part of its risk-management approach.
Client services
Financial planning
Portfolio management
Expertise
Equity compensation tax strategy
Real estate investing
Tax-loss harvesting
General retirement planning
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Minimum fee: Minimum annual fee of $3,000 if portfolio management fee is less than $3,000; financial planning fee charged at year-end to make up the difference Fee-only: Fees are generally negotiable and final fee schedule memorialized in client agreement; financial planning included unless portfolio management fee is less than $3,000
Main office location
Maple Street Capital Advisors, LLC
Barrington IL, United States
Number of offices
1
Most active in
Maple Street Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")