What departments does Broad Street Capital Advisors, LLC have?

Broad Street Capital Advisors, LLC has employees across 3 departments including Entrepreneurship, Legal, Consultant.

What is the largest department at Broad Street Capital Advisors, LLC?

The largest department at Broad Street Capital Advisors, LLC is Entrepreneurship with 1 employees.

Where are Broad Street Capital Advisors, LLC employees located globally?

Broad Street Capital Advisors, LLC has employees across 3 continents and 3 countries including India, Sweden, United States Of America.

How has Broad Street Capital Advisors, LLC's team size changed over time?

Broad Street Capital Advisors, LLC's team has remained stable from approximately 3 to 3 employees based on available data.

Broad Street Capital Advisors, LLC Employee Directory

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.

Broad Street Capital Advisors, LLC Global Highlights

North America
8

United States Of America
8

Asia
1

India
1

Europe
1

Sweden
1

Broad Street Capital Advisors, LLC's Leadership

V. P.
Chief Compliance Officer
Mobile Phone
Email
H. B.
Owner
Mobile Phone
Email
R. K.
Managing Director
Mobile Phone
Email
E. H.
Director Corporate Retirement Plan Consulting
Mobile Phone
Email
E. R.
Private Wealth Consultant
Mobile Phone
Email

Broad Street Capital Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Broad Street Capital Advisors, LLC

Name

Title

Contact

Location

Last Update

H. B.
Owner
Mobile Phone
Email
SwedenStockholm
Jun 02, 2026
V. P.
Chief Compliance Officer
Mobile Phone
Email
Oct 16, 2024
R. K.
Managing Director
Mobile Phone
Email
IndiaMaharashtra
Mar 25, 2026
E. H.
Director Corporate Retirement Plan Consulting
Mobile Phone
Email
Oct 21, 2024
E. R.
Private Wealth Consultant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Broad Street Capital Advisors, LLC known for?

Broad Street Capital Advisors, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-706-208-****

. Explore Broad Street Capital Advisors, LLC's company overview page for more information.

What is Broad Street Capital Advisors, LLC's most common email format?

Broad Street Capital Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Broad Street Capital Advisors, LLC email formats with LeadIQ.

How many employees does Broad Street Capital Advisors, LLC have currently?

Broad Street Capital Advisors, LLC has approximately 11 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Broad Street Capital Advisors, LLC's key employees and leadership?

As of July 2026, Broad Street Capital Advisors, LLC's key employees include:

Chief Compliance Officer: V. P.
Owner: H. B.
Managing Director: R. K.
Director Corporate Retirement Plan Consulting: E. H.
Private Wealth Consultant: E. R.

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Broad Street Capital Advisors, LLC Employee Directory

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