Ayrshire Capital Management provides portfolio management for individuals and small businesses.
Ayrshire Capital Management reports 111 clients. They include 88 high-net-worth individuals and 23 individual clients. Of its assets, 100.0% ($285M across 283 accounts) are managed with discretion. It advised 112 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | 4% |
| High-net-worth individuals | 79% | 95% |
| Charitable organizations | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 23 | $11.2M | 3.9% | $486K |
| High-net-worth individuals | 88 | $270M | 94.8% | $3.07M |
| Charitable organizations | Fewer than 5 | $3.65M | 1.3% | — |
| Total | 111 | $285M | 100% | — |
- Clients
- 23
- Regulatory AUM
- $11.2M
- AUM share
- 3.9%
- Avg. per client
- $486K
- Clients
- 88
- Regulatory AUM
- $270M
- AUM share
- 94.8%
- Avg. per client
- $3.07M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.65M
- AUM share
- 1.3%
- Avg. per client
- —
Total
- Clients
- 111
- Regulatory AUM
- $285M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 112
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Ayrshire Capital Management charges 0.50%–1.00% a year for its Investment supervisory services. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
John Nevin owns 50% to 75% of Ayrshire Capital Management. The leadership team of Ayrshire Capital Management includes Chief Compliance Officer John Nevin. It has 2 employees.
Leadership
- John NevinManaging Member & Chief Compliance Officer
- William RyanMember
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- John Merritt Nevin JR
- William Joseph Ryan III
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Ayrshire Capital Management LLC
John Nevin
Control person · since April 2011
- Owns 25% to 50% of Ayrshire Capital Management LLC
William Ryan
Control person · since December 2018
Ayrshire Capital Management’s regulatory assets grew from $203M (February 2021) to $285M (February 2026); clients rose from 96 to 111 and employees were 2 in both filings. In 2018, WJR Financial joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $285M | 111 | 2 | 1 |
| February 2025 | $282M | 110 | 2 | 1 |
| February 2024 | $241M | 100 | 2 | 1 |
| February 2023 | $204M | 98 | 2 | 1 |
| February 2022 | $236M | 95 | 2 | 1 |
| February 2021 | $203M | 96 | 2 | 1 |
Firms that joined
20181 joined
- WJR FinancialNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Ayrshire Capital Management has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 136 Main Street, Suite 203, WestportHQ
Contact and registration details
- Legal name
- Ayrshire Capital Management LLC
- Headquarters
- 136 Main Street, Suite 203, Westport, CT 06880
- Website
- ayrshirecapital.com
- Phone
- 203-349-5600
- SEC file
- 801-114750
- Founded
- 2011
- Structure
- Delaware LLC
- Fiscal year end
- December
Ayrshire Capital Management uses Charles Schwab ($203M, 71%) and Fidelity ($81.7M, 29%) as custodians for its separately managed accounts. Ayrshire Capital Management has custody of $53.5M in client assets for 36 clients.
- Charles SchwabCharles Schwab & Company · New York, NY · $203M71%
- FidelityFidelity · Boston, MA · $81.7M29%
At year end, Ayrshire Capital Management’s separately managed accounts were mostly in stocks (76%) and bonds (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $214M across 50 positions; the largest are State Str SPDR S&P 500 ETF T (5.2%), Amphenol Corp. (5.0%) and KLA Corp. (4.6%).
What the accounts hold
- Stocks76%
- Funds3%
- Bonds13%
- U.S. government and agency bonds12%
- Investment grade corporate bonds1%
- Cash8%
Reported 13F holdings
- $214M
- Reported 13F value
- 50
- Positions
- 42.4%
- In the 10 largest
- +10.5%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit5.2%
- Amphenol Corp. · CL A5.0%
- KLA Corp.4.6%
- Apple Inc.4.4%
- Eaton Corp. PLC4.1%
- Microsoft Corp.4.0%
- Nvidia Corporation3.8%
- Linde PLC3.8%
- Amazon Com Inc.3.8%
- Eli Lilly & CO3.7%
Together, the ten largest are 42.4% of reported value.
How many clients does Ayrshire Capital Management have?
Ayrshire Capital Management has 111 clients and manages $285 million for them, as of February 2026. They include 88 high-net-worth individuals and 23 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 February 2026
What services does Ayrshire Capital Management offer?
Ayrshire Capital Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ayrshire Capital Management charge?
Ayrshire Capital Management charges 0.50%–1.00% a year for its Investment supervisory services. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Which custodians does Ayrshire Capital Management use?
Ayrshire Capital Management’s separately managed account assets are held at Charles Schwab & Company (New York, NY), with $203M and Fidelity (Boston, MA), with $81.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 February 2026
How many financial advisors does Ayrshire Capital Management have?
Ayrshire Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ayrshire Capital Management invest in?
At the end of its last fiscal year, Ayrshire Capital Management’s separately managed accounts held 76% exchange-traded equities, 12% U.S. government and agency bonds, 8% cash and equivalents, 3% registered funds (mutual funds, ETFs, BDCs) and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Ayrshire Capital Management have a minimum investment?
Yes, Ayrshire Capital Management’s minimum account size for its Investment supervisory services is $1M.
Who owns Ayrshire Capital Management?
Ayrshire Capital Management’s direct owners are John Nevin (50% to 75%) and William Ryan (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 February 2026
How does Ayrshire Capital Management get paid?
Ayrshire Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Ayrshire Capital Management registered with the SEC?
Yes, Ayrshire Capital Management has been registered with the SEC as an investment adviser since 12 February 2019. Its CRD number is 157883 and its SEC file number is 801-114750.
Source: Form ADV Part 1A, Item 1, filed 10 February 2026; IAPD firm record
How do I contact Ayrshire Capital Management?
Ayrshire Capital Management’s main office is at 136 Main Street, Suite 203, Westport, CT 06880. Its phone number is 203-349-5600. Its website is ayrshirecapital.com.