Ayla Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ayla Capital provides fee-based investment advisory and discretionary portfolio management to a small client base that includes individuals, high-net-worth investors, corporations and pension and profit‑sharing plans, as well as trusts, estates and charitable organizations. In addition to portfolio management, the firm offers financial planning, pension‑plan consulting, selection and oversight of third‑party money managers, and educational seminars for individual investors.
The firm uses a tactical allocation approach that integrates fundamental, technical and Modern Portfolio Theory analyses to tailor discretionary portfolios and may employ options, short sales and cash positions as hedging or tactical tools. Ayla Capital also oversees sub‑advisors on managed account platforms and, for qualified clients, may agree to performance‑based compensation arrangements subject to suitability screening.
Compared with peers, the firm is notable for combining solo‑advisor scale with services more commonly associated with larger firms—specifically pension consulting and relationships with corporate and institutional clients. The firm discloses that its principal also conducts separate strategy consulting, coaching and lifestyle content activities under a d/b/a, which the firm reports occupies less than 15% of the principal’s time and is not provided to advisory clients.
Client services
Expertise
Fee options
Fixed fees up to $25,000 for financial planning or special projects; Seminars fee up to $500
Management fees up to 5.0% per annum depending on account size, complexity, and strategy (negotiable)
Up to $1,000 per hour (negotiable)
Performance fee up to 30% of gains (subject to high water mark) for qualified clients ($1,100,000+ assets under management or $2,200,000+ net worth)
Minimum fee: Onboarding fee up to $50,000 (one-time, negotiable, payable at initial deposit)
Main office
Los Angeles CA
Advisors at this office
1
Most active in
California · New York
Also doing business as
Ayla Capital · Ayla Capital Management · Ayla Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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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