Ayla Capital

RIASEC Registered

Total AUM

$10M

Discretionary

$10M

100% of AUM

Avg account

$250K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 309102
Website: www.aylacapital.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI67.22%
Corporations / Businesses18.06%
Individuals14.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ayla Capital is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm functions as a capital allocator and provides both financial planning and discretionary portfolio management across individual, small business and institutional relationships. Its service menu includes selection of other advisers, pension consulting, and client education through seminars or workshops. Compensation structures are flexible and include percentage-of-AUM fees as well as hourly, fixed-fee, and performance-based arrangements. The firm does not identify as an active ESG investor and operates in a single state jurisdiction.