Ayla Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,192,521
Clients
13
46% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$630,194
About
The firm provides fee-based investment advisory and portfolio management services and financial planning primarily for individual investors. It also works with corporate and institutional clients, including pension plans and plan sponsors, and offers selection of third‑party money managers and educational seminars.
The firm manages client accounts on a discretionary basis using a tactical allocation approach intended to reduce risk and seek improved outcomes, selecting funds by criteria such as manager tenure and career performance and adjusting sector weightings, cash positions, or individual stocks as needed. Its investment process draws on multiple analytic techniques—fundamental, technical, charting, and Modern Portfolio Theory—and the firm may employ leverage and options strategies as part of its toolkit.
Relative to many independent advisers, the firm offers performance‑based fee arrangements to qualified clients with contractual safeguards such as a high‑water mark, and it provides pension consulting and other institutional portfolio management services that are uncommon among peers. The firm also conducts educational seminars, may refer investors to private fund managers as a solicitor, and the principal maintains a separate, non‑investment strategy consulting activity.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Up to $25,000 for comprehensive financial planning or special projects; up to $500 for educational seminars
up to 3.0% per annum, negotiable depending on strategy and account size
Up to $1,000 per hour, negotiated in advance
Up to 30% of gains, subject to high water mark; applies to qualified clients meeting specified financial criteria
Main office location
Ayla Capital
Los Angeles CA, United States
Number of offices
1
Most active in
Ayla Capital has reported serving >5 clients in these states in the last 12 months.
California · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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