Kaye Capital Management

Kaye Capital Management

Kaye Capital Management was established in 1990 by Harvey Kaye and operates from El Segundo, California as a registered investment advisor. The firm provides portfolio management, financial planning, and investment advisory services to individuals, high-net-worth families, business entities, trusts, estates, charitable organizations, and retirement plans. Its structure as a boutique RIA places it in the fragmented tier of US wealth managers that compete on personalized service rather than brand scale. Kaye Capital Management builds client portfolios across traditional asset classes, typically spanning equities, fixed income, and cash equivalents, with allocations tailored to individual risk profiles and financial plans. As a registered investment advisor, the firm carries a fiduciary duty to clients, operating under the Investment Advisers Act of 1940. The firm does not publicly disclose its assets under management, specific investment strategies, or named portfolio holdings — typical of privately held RIAs serving a discreet client base. Its geographic footprint centers on the Los Angeles County market, with El Segundo serving a corridor of wealth tied to aerospace, technology, and professional services. Kaye Capital Management's scale and team size remain undisclosed in public filings. The firm's ADV filing with the SEC classifies it as a registered investment advisor providing discretionary and non-discretionary advisory services. Unlike multi-family offices that have migrated toward pooled investment vehicles or club-deal structures, Kaye Capital Management appears from its regulatory disclosures to operate a traditional separately managed account model. No adjacent philanthropic vehicles, operating businesses, or membership organizations are publicly associated with the firm. What distinguishes Kaye Capital Management structurally is its longevity and regulatory posture. The firm has operated continuously since 1990 under the same name and founder, navigating three decades of market cycles while remaining an independent RIA — a period during which thousands of advisory practices consolidated into roll-up platforms or bank-owned wealth divisions. That independence means client portfolios are not steered toward proprietary products, a structural feature that separates fiduciary RIAs from wirehouse and bank-affiliated advisory models.