Bayworth Capital

RIASEC Registered
Total AUM
$90.6M
Discretionary
$89.7M
99% of AUM
Avg account
$465K
Accounts
195
Employees
4
Advisory reps
4

Firm details

Headquarters
Chicago, Illinois
CRD number
284360
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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 48%, Exchange Traded Equities 39%, Investment Grade Corp Bonds 11%, US Government Bonds 4%, Cash & Cash Equivalents 2%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities39%
  • Investment Grade Corp Bonds11%
  • US Government Bonds4%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • Sevan Meneshian

    Sevan Meneshian

    Investment Adviser RepresentativeCRD 4004371

  • Avedis Mavilian

    Avedis Mavilian

    President & FounderCRD 6263067

  • Ara Bayindiryan

    Managing MemberCRD 6671108

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth