AYRSHIRE CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2019

Total AUM

$285M

Discretionary

$285M

100% of AUM

Avg account

$1M

Accounts

283

Employees

Advisory reps

Firm details

Headquarters: WESTPORT, Connecticut
CRD number: 157883
Registered since: February 12, 2019
Website: www.ayrshirecapital.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY CUSTODIAL SERVICES
Fee structure: Percentage of AUM
Client types: HNWI94.8%
Individuals3.92%
Charitable Organizations1.28%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ayrshire Capital Management LLC is a boutique, SEC-registered advisory firm focused on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and is owned by an individual principal. Since its 2019 SEC registration, Ayrshire has built a client base concentrated on private investors and families and runs portfolios that emphasize equities as the primary asset class. The firm does not position itself as an ESG-driven manager, and it does not operate as a multi-state or pension consultant adviser. Investment activity shows a tilt toward exchange-traded equities and a preference for concentrated, long equity exposures rather than broad passive-only allocations. Ayrshire’s advisory work centers on discretionary management, and its public-equity sleeve is the most visible component of its investment program.