Hayk Capital

Overview

Hayk Capital is a small, independent RIA structured as a limited liability company and owned by an individual. The firm targets individual and family clients, offering financial planning and portfolio management for individuals and small businesses alongside educational workshops. It operates on a percentage-of-AUM fee model and also functions as an insurance broker, which shapes the product mix it recommends. The firm describes itself as a capital allocator and offers selection-of-other-advisers services, indicating it can place client capital with external managers when appropriate. Hayk Capital is not flagged as an active ESG investor and manages accounts on a primarily discretionary basis. Given the firm’s asset profile and service list, its emphasis is on bespoke planning and insurance-integrated wealth management for a limited client base rather than large-scale institutional advisory mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices