Neya Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,959,272
Total clients
13
46% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$227,636
About
Neya Capital provides financial planning and ongoing portfolio management to individual investors and select institutional clients, including retirement plan sponsors and small charitable organizations. The firm’s services cover broad-based and modular financial planning topics—cash flow, retirement and estate planning, tax-aware strategies, and investment implementation—along with pension consulting and rollover analysis for retirement accounts.
The firm’s investment approach emphasizes passive, diversified portfolios built with low‑cost index mutual funds and ETFs, dollar‑cost averaging, and periodic rebalancing to manage risk and tax efficiency. Portfolios are typically managed on a discretionary basis where authorized, and planning engagements are followed by periodic reviews and client education.
What distinguishes the firm is its affiliation with an accounting practice: the principal is a licensed CPA who offers accounting and tax preparation services under a separate arrangement, so clients may have overlapping advisory and tax relationships that are disclosed and managed. The firm also offers complimentary educational workshops and explicit retirement-plan (pension) consulting—services that are less common among similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Fee options
Project-based financial planning fee ranging from $5,000 to $10,000; Retainer fee $500 per quarter
0.85% annually
$350 per hour
Retainer fee of $500 per quarter
Account minimum: $100,000 Fee-only: Financial Planning: $5,000 to $10,000 fixed fee; Hourly Planning: $350/hour; Retainer: $500 per quarter
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Main office location
Neya Capital
1058 W. Ave. M 14, Suite B
Palmdale CA 93551, United States
Number of offices
1
Forms ADV
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