Headquartered in Westport, CT, Ayrshire Capital Management LLC stands as a highly regarded investment advisory firm specializing in serving high-net-worth individuals. With a robust clientele exceeding 20 individuals, the firm has secured an impressive $203,879,000 in assets under management, solidifying its position as a reliable partner in wealth management. Operating from a single office, Ayrshire Capital Management is dedicated to providing personalized and discretionary investment advisory services tailored to the unique needs of its diverse client base.
The firm's compensation structure is designed with flexibility, incorporating various models, including a percentage of assets under management. This approach ensures a shared perspective and alignment of interests with their clients. With a team of two dedicated employees, Ayrshire Capital Management maintains a client-to-advisor ratio that facilitates individualized attention and the crafting of customized investment strategies. Each investment advisor oversees an average of approximately $101,940,000 in assets under management, aligning with industry standards.
Ayrshire Capital Management takes pride in its experienced team, epitomized by the extensive tenures of registered advisors John Nevin and William Ryan. Their wealth of expertise, coupled with the firm's unwavering commitment to delivering superior investment solutions, has fostered enduring client relationships. The company's client-centric approach, sound investment strategies, and consistent performance have collectively contributed to its esteemed reputation within the industry. Founded in May of 2011 by John Nevin Jr., Ayrshire Capital Management reflects his extensive 30-year experience in wealth management. Throughout his career, Mr. Nevin has navigated various market conditions, from economic downturns to recoveries, bubbles to busts, and periods of volatility. His intimate involvement with high net worth families has equipped him with a unique and comprehensive understanding of money management.
As a testament to its commitment to excellence, Ayrshire Capital Management, as evidenced by the Form ADV from February 16, 2023, is identified as a large advisory firm with 98 clients and discretionary assets under management (AUM) totaling $203,879,127. The firm's Q4 2023 13F filing further reveals a managed 13F securities portfolio of $173,274,548, with a top 10 holdings concentration of 39.73%.
