Aisa International

RIASEC RegisteredEst. 2015
Total AUM
$126M
Discretionary
$19.8M
16% of AUM
Avg account
$536K
Accounts
236
Employees
8
Advisory reps
2

Firm details

Headquarters
Devizes,
CRD number
172777
Registered since
January 14, 2015
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals84.32%
  • HNWI15.68%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Aisa International is an independent registered investment adviser that serves individual and family clients through a mix of planning and portfolio services. The firm emphasizes client-directed relationships: its advisory work includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible — percentage of AUM, hourly, and fixed-fee engagements — which reflects a practice that blends ongoing asset management with standalone planning and project work. Investment activity skews toward externally managed solutions rather than acting as a direct capital allocator. The firm reports a single aggregate asset category labeled as "Other," and it relies on third-party managers for alternative exposure. Aisa International is not an active ESG investor and is structured as a single-owner LLC that registered with the SEC in 2015.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • James Pearcy-caldwell

    James Pearcy-caldwell

    Chief Executive OfficerCRD 6387568

Contacts

1 of 1
  • Clive Tutton

    Retirement & Tax Planning SpecialistCRD 6387571

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Devizes, null

Location

Devizes, null

Headquartered in Devizes, null.

Address
Unit 5 The Grain Store
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth