Plum Street Advisors, LLC
● SEC registered since 2021CRD 283917SEC# 801-121901
Reg. AUM
$462.8M
Employees
8
Accounts
616
Location
—
Plum Street Advisors, LLC assets under management
Plum Street Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $462.8 million in regulatory assets under management and employs 8 people.
Plum Street Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Dirks Control | Member, Partner, Chief Compliance Officer | 50-75% | 2016 |
| James Stuart Annett Osborn Control | Member, Partner | 50-75% | 2016 |
Frequently asked questions
How much does Plum Street Advisors, LLC manage?
Plum Street Advisors, LLC reports $462.8 million in regulatory assets under management on its Form ADV.
How many employees does Plum Street Advisors, LLC have?
Plum Street Advisors, LLC reports 8 employees.
Does Plum Street Advisors, LLC disclose fund performance?
Plum Street Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 504-517-5107 |
| Office hours | 9 a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$462.8M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$462.8Mregulatory AUM
Discretionary $462.8M