NEYA CAPITAL
Firm details
- Headquarters
- PALMDALE, California
- CRD number
- 325185
- Website
- neyacapital.com
- 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
FINTRXOverview
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
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 Funds90%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
Contacts
1 of 1Mayank Madhavani
President & Managing MemberCRD 7693236
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
SAGE WEALTH SOLUTIONS, LLC
RIAPALMDALE, CA
FINITE MANAGEMENT, LLC
RIASANTA MONICA, CA
YAYATI ASSET MANAGEMENT, LLC
RIANEWPORT BEACH, CA
PROSPERENT CAPITAL, LLC
RIAUKIAH, CA
JC&COMPANY
RIAIRVINE, CA
MCWILLIAMS ASSET MANAGEMENT INC.
RIASAN MARCOS, CA