{"url":"https://nivawealth.com/firms/ayrshire-capital-management-157883","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157883","regulatoryAum":285051675,"crd":"157883","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4346245","suffix":"JR","lastName":"NEVIN","firstName":"JOHN","middleName":"MERRITT"},{"crd":"3108653","suffix":"III","lastName":"RYAN","firstName":"WILLIAM","middleName":"JOSEPH"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-04","regulatoryAum":203285025,"clients":96,"employees":2,"offices":1},{"filedOn":"2022-02-01","regulatoryAum":236217547,"clients":95,"employees":2,"offices":1},{"filedOn":"2023-02-16","regulatoryAum":203879127,"clients":98,"employees":2,"offices":1},{"filedOn":"2024-02-16","regulatoryAum":240969008,"clients":100,"employees":2,"offices":1},{"filedOn":"2025-02-10","regulatoryAum":282353767,"clients":110,"employees":2,"offices":1},{"filedOn":"2026-02-10","regulatoryAum":285051675,"clients":111,"employees":2,"offices":1}],"acquisitions":[{"date":"2018-12-01","datePrecision":"month","name":"WJR 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ayrshire Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ayrshire Capital Management charge?","answer":"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.","source":"AYRSHIRE BROCHURE, filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ayrshire Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ayrshire Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ayrshire Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Ayrshire Capital Management have a minimum investment?","answer":"Yes, Ayrshire Capital Management’s minimum account size for its Investment supervisory services is $1M.","source":"AYRSHIRE BROCHURE, filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Ayrshire Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ayrshire Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Ayrshire Capital Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Ayrshire Capital Management?","answer":"Ayrshire Capital Management’s main office is at 136 Main Street, Suite 203, Westport, CT 06880. Its phone number is 203-349-5600. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}