Independent Advisory Independent investment consulting firm with experienced credentialed professionals offering customized high quality investment programs for corporations, institutions, family groups and individuals, indicating a potential fit for outsourced CIO or fiduciary services.

Growth via M&A Recent merger activity with FinTrust Investment Advisors suggests consolidation in the regional advisory market, presenting an opportunity to engage Broad Street as a consolidator or partner in joint offerings, capability expansions, or cross-sell of services.

Regional Presence Headquartered in Athens, Georgia with additional locations in Macon, Georgia, signaling a regional footprint and potential for localized market expansion services, client acquisition, and scalable advisory solutions in Georgia and nearby states.

Moderate Revenue Revenue in the range of one to ten million indicates a mid-market advisory firm that may be receptive to scalable technology platforms, compliance solutions, and cost-effective outsourcing to support growth and improve margins.

Executive Leadership Strong leadership team including CEO, CIO, CCO and retirement/benefit consulting directors provides avenues for targeted conversations around retirement plan consulting, fiduciary management, and customized investment program design for institutions and high net-worth groups.