Cubic Pye Capital Management, Inc.

RIASEC Registered
Total AUM
$84M
Discretionary
$84M
100% of AUM
Avg account
$1.2M
Accounts
71
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
130212
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI99.21%
  • Individuals0.79%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Cubic Pye Capital Management, Inc. is a small, privately owned advisory firm focused on serving individual and family clients. The firm combines portfolio management with accounting-related services, positioning itself for clients who want integrated investment oversight alongside tax and reporting support. Investment activity is concentrated in pooled public funds rather than broad direct-stock trading; the firm prefers mutual funds and public fixed‑income strategies as core building blocks. Fee arrangements include a percentage of assets under management and hourly advisory charges, which supports both ongoing portfolio oversight and discrete financial or accounting projects. The firm is not an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a pension consultant. Its client mix and service model point to a high-touch, smaller practice that prioritizes customized portfolios for a limited number of high‑net‑worth households.

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 81%, Exchange Traded Equities 16%, Cash & Cash Equivalents 2%, State & Local Bonds 1%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Hayley Winn

    Chief Compliance OfficerCRD 7720364

Contacts

1 of 1
  • Nicholas Pye

    President and TreasurerCRD 4751596

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth