Our Firm

Since 1995, Athens, Ga.-based Broad Street Capital Advisors, LLC has distinguished itself from other investment firms by offering its clients deep investment knowledge and truly objective strategic financial advice and counsel. Led by principals Patrick Sheridan and James Bozman, 46 years of combined investment and fiduciary consulting experience between them, our team of in-house professionals provides consulting services for three main types of clients: corporate retirement plan sponsors, high net worth private clients and institutional foundations and endowments. Unlike most firms, we do not accept payment or fees from money managers, vendors or any other service provider.

Broad Street Capital Advisors, LLC is not a brokerage firm. We are an independent firm with a team of credentialed professionals providing objective, conflict free advice. Broad Street is uniquely suited to build customized high quality investment programs for corporations, institutions, family groups and individuals that are serious about implementing sound financial strategies.

While our client base is concentrated in Georgia, we work with clients throughout the South and the United States.