Our Firm

Broad Street Capital Advisors, LLC is an Athens, GA based Investment Advisor and distinguishes itself from other investment firms by offering its clients deep investment knowledge and objective strategic financial advice and counsel. Led by principals Patrick Sheridan and James Bozman, 47 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.

Broad Street Capital Advisors, LLC is an independent investment consulting firm with a team of credentialed professionals providing independent, objective advice. Broad Street is exceptionally 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.