{ "crd_number": 157883, "slug": "ayrshire-capital-management-llc-westport-ct-157883", "primary_business_name": "AYRSHIRE CAPITAL MANAGEMENT LLC", "legal_name": "AYRSHIRE CAPITAL MANAGEMENT LLC", "dbas": [], "city": "Westport", "state": "CT", "country": "United States", "cbsa_code": "14860", "metro": { "cbsa_code": "14860", "common_name": "Bridgeport", "msa_name": "Bridgeport-Stamford-Danbury, CT", "path": "/advisors/ct/bridgeport" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2019-02-12", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-02-10", "carried_forward": false, "raum_total": 285051675.0, "raum_discretionary": 285051675.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 3652223.0, "count": null, "fewer_than_5": true }, "individuals": { "raum": 11170394.0, "count": 23 }, "high_net_worth_individuals": { "raum": 270229058.0, "count": 88 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CT", "FL", "MA", "NY", "RI", "VA" ], "websites": [ "https://ayrshirecapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157883", "city_as_filed": "WESTPORT", "url": "https://advisorcensus.com/firm/ayrshire-capital-management-llc-westport-ct-157883", "display_name": "Ayrshire Capital Management LLC", "summary": "Ayrshire Capital Management LLC is an SEC-registered investment advisory firm in Westport, CT, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.", "citation": "AdvisorCensus. Ayrshire Capital Management LLC (CRD 157883): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Ayrshire Capital Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Ayrshire Capital Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Ayrshire Capital Management LLC located?", "a": "Ayrshire Capital Management LLC's principal office is in Westport, CT, according to its Form ADV." }, { "q": "Is Ayrshire Capital Management LLC registered with the SEC or a state?", "a": "Ayrshire Capital Management LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 157883." }, { "q": "How much does Ayrshire Capital Management LLC manage?", "a": "Ayrshire Capital Management LLC reports $285,051,675 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary)." }, { "q": "How have Ayrshire Capital Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Ayrshire Capital Management LLC: Regulatory assets under management: $203,285,025 in the October 2021 data and $285,051,675 in the October 2026 data, up 40%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Ayrshire Capital Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (88); individuals (other than high net worth individuals) (23)." }, { "q": "Which custodians does Ayrshire Capital Management LLC use?", "a": "Ayrshire Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Company and Fidelity Custodial Services as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Ayrshire Capital Management LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157883" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 203285025.0, "total_employees": 2, "filing_date": "2021-02-04" }, { "period": "2022-10-01", "regulatory_assets_under_management": 236217547.0, "total_employees": 2, "filing_date": "2022-02-01" }, { "period": "2023-10-01", "regulatory_assets_under_management": 203879127.0, "total_employees": 2, "filing_date": "2023-02-16" }, { "period": "2024-10-01", "regulatory_assets_under_management": 240969008.0, "total_employees": 2, "filing_date": "2024-02-16" }, { "period": "2025-10-01", "regulatory_assets_under_management": 282353767.0, "total_employees": 2, "filing_date": "2025-02-10" }, { "period": "2026-10-01", "regulatory_assets_under_management": 285051675.0, "total_employees": 2, "filing_date": "2026-02-10" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Company", "name_as_filed": "CHARLES SCHWAB & COMPANY", "affiliated": false }, { "name": "Fidelity Custodial Services", "name_as_filed": "FIDELITY CUSTODIAL SERVICES", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/ayrshire-capital-management-llc-westport-ct-157883.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 23, "fewer_than_5": false, "raum": 11170394.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 88, "fewer_than_5": false, "raum": 270229058.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 3652223.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157883", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }