Bayworth Capital
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 284360
- Website
- www.bayworthcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals66.22%
- HNWI31.15%
- Pension & Profit Sharing Plans2.53%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Bayworth Capital is an independent registered investment adviser operating as a limited liability company with individual ownership. The firm serves both individual and family clients as well as institutional clients, and charges fees on a percentage-of-AUM basis as well as fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Bayworth Capital does not identify itself as an active ESG investor and notes an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities39%
- Investment Grade Corp Bonds11%
- US Government Bonds4%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Sevan Meneshian
Investment Adviser RepresentativeCRD 4004371

Avedis Mavilian
President & FounderCRD 6263067
Ara Bayindiryan
Managing MemberCRD 6671108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 875 N Michigan Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Rebellion Asset Management, LLC
RIAChicago, IL
Fairway Capital Management, LLC
RIAChicago, IL
Quincy Wells Advisors, LLC
RIAChicago, IL
Herr Capital Management LLC
RIAChicago, IL
Taos Investment Advisors, LLC
RIAChicago, IL
Oak Mountain Advisors
RIAChicago, IL