Hayk Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Glendale CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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