Overview
Assets Under Management: $743 million
Headquarters: EL SEGUNDO, CA
High-Net-Worth Clients: 157
Average Client Assets: $2 million
Frequently Asked Questions
KAYE CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109329), KAYE CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
KAYE CAPITAL MANAGEMENT is headquartered in EL SEGUNDO, CA.
KAYE CAPITAL MANAGEMENT serves 157 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, KAYE CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
KAYE CAPITAL MANAGEMENT manages $743 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, KAYE CAPITAL MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.70
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,205
Discretionary Accounts: 1,072
Non-Discretionary Accounts: 133
Regulatory Filings
CRD Number: 109329
Last Filing Date: 2025-02-27 00:00:00
Website: https://kayecapital.com