Broad Street Capital Advisors, LLC Email Format

Financial ServicesGeorgia, United States11-50 Employees

Broad Street Capital Advisors, LLC operates as an independent investment consulting firm within the financial services sector, offering objective guidance on investment strategy. A team of credentialed professionals designs customized investment programs for corporations, institutions, family groups, and individuals seeking to implement disciplined financial plans. The firm emphasizes independent advice and tailored program development to help clients execute sound financial strategies.

Headquartered in Athens, Georgia, the firm also maintains a presence in Macon, Georgia. Its leadership includes co-founders R. Patrick Sheridan Jr. and James H. Bozman, who serve as CEO and Executive Vice President, along with James Mercer Treadwell, Chief Investment Officer; Valerie Smithey, Chief Compliance Officer; Edward T. Hill, Director of Retirement Plan Consulting; and John A. Gholson, Director of Benefit Consulting. In September 2017, FinTrust Investment Advisors merged with Broad Street Capital Advisors.

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