# Ayrshire Capital Management LLC

> 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.

- CRD: 157883
- Filed as: AYRSHIRE CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westport, CT
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157883
- AdvisorCensus page: https://advisorcensus.com/firm/ayrshire-capital-management-llc-westport-ct-157883

## Quick answers

**How is Ayrshire Capital Management LLC compensated?**
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.

**Where is Ayrshire Capital Management LLC located?**
Ayrshire Capital Management LLC's principal office is in Westport, CT, according to its Form ADV.

**Is Ayrshire Capital Management LLC registered with the SEC or a state?**
Ayrshire Capital Management LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 157883.

**How much does Ayrshire Capital Management LLC manage?**
Ayrshire Capital Management LLC reports $285,051,675 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**How have Ayrshire Capital Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Ayrshire Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (88); individuals (other than high net worth individuals) (23).

**Which custodians does Ayrshire Capital Management LLC use?**
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.

**Does Ayrshire Capital Management LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Company
- Fidelity Custodial Services

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.

### Regulatory assets under management (Item 5.F)
- Total: $285,051,675
- Discretionary: $285,051,675
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $11,170,394 |
| High net worth individuals | 88 | $270,229,058 |
| Charitable organizations | Fewer than 5 | $3,652,223 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, NY, RI, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ayrshirecapital.com](https://ayrshirecapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $203,285,025 | 2 | February 4, 2021 |
| October 2022 | $236,217,547 | 2 | February 1, 2022 |
| October 2023 | $203,879,127 | 2 | February 16, 2023 |
| October 2024 | $240,969,008 | 2 | February 16, 2024 |
| October 2025 | $282,353,767 | 2 | February 10, 2025 |
| October 2026 | $285,051,675 | 2 | February 10, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ayrshire Capital Management LLC (CRD 157883): Form ADV filing data as of October 2026.