Hayk Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$792,490
Clients
7
0% 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
7
Very LowAverage account size
$113,213
About
Hayk Capital is a single-advisor registered investment adviser that provides investment advisory, financial planning, pension consulting, and educational seminars/workshops to individual and small‑business clients. The firm offers discretionary portfolio management and also provides non‑advisory planning and consulting engagements billed on an hourly or fixed‑fee basis.
The adviser customizes recommendations based on each client’s stated goals, risk tolerance and income needs, employing charting, fundamental and technical analysis and allocating among equities, fixed income, mutual funds and ETFs. Client accounts are reviewed at least quarterly and the firm recommends Interactive Brokers as the custodian for executing trades and debiting advisory fees.
Noteworthy distinctions for this small practice include the adviser’s role as a licensed insurance agent—selling life, long‑term care and annuity products and dedicating roughly 40 hours per month to that activity—which the firm discloses as a potential conflict of interest. The firm also expressly offers pension consulting and public educational seminars, services that are relatively uncommon among independent solo advisers, and manages a modest asset base (about $792,000 across seven clients).
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Fee options
Financial planning fees with a maximum cost per plan of $5,000, negotiated case-by-case
$20,000 - $49,999: 2.00% (200 BPs) $50,000 - $99,999: 1.75% (175 BPs) $100,000 - $499,999: 1.50% (150 BPs) $500,000 - $999,999: 1.25% (125 BPs) $1 Million+: 1.00% (100 BPs)
Up to $250 per hour, minimum $50 per hour, negotiated case-by-case
Account minimum: $20,000 Fee-only: Hourly fees for non-advisory and consulting services ranging from $50 to $250 per hour
Main office location
Hayk Capital
Glendale CA, United States
Number of offices
1
Most active in
Hayk Capital has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")