NEYA CAPITAL

RIASEC Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$135K
Accounts
22
Employees
1
Advisory reps
1

Firm details

Headquarters
PALMDALE, California
CRD number
325185
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.17%
  • Individuals21.83%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Neya Capital is a small, independent registered investment adviser serving individual and family clients. The firm combines financial planning, ongoing portfolio management for individuals and small businesses, pension consulting and educational workshops as its primary client-facing activities. Its fee structure is flexible—charging a percentage of assets under management, hourly fees and fixed fees—so engagement models can range from project-based planning to ongoing discretionary management. Investment activity is concentrated in public mutual funds for core portfolios, with documented use of third-party alternative managers for hedge fund and real estate exposure. Neya Capital does not identify as an active ESG investor and operates with a compact, locally focused client base.

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

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Cash & Cash Equivalents 6%, Exchange Traded Equities 4%90%
  • Public Funds/Mutual Funds90%
  • Cash & Cash Equivalents6%
  • Exchange Traded Equities4%

Contacts

1 of 1
  • Mayank Madhavani

    President & Managing MemberCRD 7693236

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

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Location

Primary office

PALMDALE, CA

LOS ANGELES

Location

PALMDALE, CA

Headquartered in PALMDALE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1058 W Avenue M14
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth