EXCHANGE STREET CAPITAL

EXCHANGE STREET CAPITAL of SPRING LAKE, MI is an SEC-registered investment adviser (CRD 333360). Regulatory assets under management: $32.8M.

Registration

• CRD: 333360
• Type: Registered investment adviser
• Location: 102 E. EXCHANGE STREET, SPRING LAKE, MI, 49456
• Phone: 616-223-4616
• Latest filing: 2026-01-09
• Regulatory AUM: $32.8M
• Discretionary AUM: $27.0M
• Non-discretionary AUM: $5.7M
• Clients: 2
• Accounts: 151

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333360 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search