DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ayrshire Capital Management LLC
Latest filing Feb 10, 2026
First filing on the tape Jan 17, 2012 · 14 filings
SEC status approved since Feb 12, 2019
RAUM
$285M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$281M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$143M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$285M as of Feb 10, 2026
Jan 17, 2012$41.8M then
HNW client RAUM$270M as of Feb 10, 2026
Feb 11, 2020$154M then
State-registered IARs (5.B.3)2 as of Feb 10, 2026
Jan 17, 20120 then
Employees (5.A)2 as of Feb 10, 2026
Feb 11, 20202 then
Private funds: no history
RAUM +1.0% over the last fiscal year+12% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Feb 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $143MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 56derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $1.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.9%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Custody
- $53.5M, 36 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$270M95%
- Individuals$11.2M3.9%
- Charitable organizations$3.7M1.3%
- Individual clients
- 23reported
- HNW clients
- 88reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 283reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $53.5M for 36 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Merritt Nevin | Westport, Ct | Jun 13, 2011 | 15 y | 1 |
| William Joseph RyanChartered Financial Consultant | Westport, Ct | Dec 3, 2018 | 27 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- William Joseph Ryan from The Dowling Group Wealth ManagementDec 3, 2018 · Other
- John Merritt Nevin from Bourgeon Capital Management LLCJun 13, 2011 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Merritt John Nevin · Managing Member & Chief Compliance Officercontrolsince 04/2011 · owns 50% to 75%
- Joseph William Ryan · Membercontrolsince 12/2018 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Westport, Ct · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 274 to 283Feb 10, 2025 to Feb 10, 2026
- HNW clients · 85 to 88Feb 10, 2025 to Feb 10, 2026
- Individual clients · 25 to 23Feb 10, 2025 to Feb 10, 2026
- Assets in custody · $49.8M to $53.5MFeb 10, 2025 to Feb 10, 2026
- Discretionary RAUM · $282M to $285MFeb 10, 2025 to Feb 10, 2026
- HNW RAUM · $267M to $270MFeb 10, 2025 to Feb 10, 2026
- Individual RAUM · $11.4M to $11.2MFeb 10, 2025 to Feb 10, 2026
- RAUM · $282M to $285MFeb 10, 2025 to Feb 10, 2026
- Accounts · 246 to 274Feb 16, 2024 to Feb 10, 2025
- HNW clients · 74 to 85Feb 16, 2024 to Feb 10, 2025
- Individual clients · 26 to 25Feb 16, 2024 to Feb 10, 2025
- Assets in custody · $45.4M to $49.8MFeb 16, 2024 to Feb 10, 2025
- Financial planning clients · 0 to 0Feb 16, 2024 to Feb 10, 2025
- Discretionary RAUM · $241M to $282MFeb 16, 2024 to Feb 10, 2025
- HNW RAUM · $226M to $267MFeb 16, 2024 to Feb 10, 2025
- Individual RAUM · $11.6M to $11.4MFeb 16, 2024 to Feb 10, 2025
- RAUM · $241M to $282MFeb 16, 2024 to Feb 10, 2025
- Accounts · 243 to 246Feb 16, 2023 to Feb 16, 2024
- HNW clients · 79 to 74Feb 16, 2023 to Feb 16, 2024
- Individual clients · 19 to 26Feb 16, 2023 to Feb 16, 2024
- Assets in custody · $38.6M to $45.4MFeb 16, 2023 to Feb 16, 2024
- Discretionary RAUM · $204M to $241MFeb 16, 2023 to Feb 16, 2024
- HNW RAUM · $196M to $226MFeb 16, 2023 to Feb 16, 2024
- Individual RAUM · $4.7M to $11.6MFeb 16, 2023 to Feb 16, 2024
- RAUM · $204M to $241MFeb 16, 2023 to Feb 16, 2024
- Accounts · 233 to 243Feb 1, 2022 to Feb 16, 2023
- HNW clients · 74 to 79Feb 1, 2022 to Feb 16, 2023
- Individual clients · 21 to 19Feb 1, 2022 to Feb 16, 2023
- Assets in custody · $27.4M to $38.6MFeb 1, 2022 to Feb 16, 2023
- Discretionary RAUM · $236M to $204MFeb 1, 2022 to Feb 16, 2023
- HNW RAUM · $225M to $196MFeb 1, 2022 to Feb 16, 2023
- Individual RAUM · $6.6M to $4.7MFeb 1, 2022 to Feb 16, 2023
- RAUM · $236M to $204MFeb 1, 2022 to Feb 16, 2023
- Accounts · 228 to 233Feb 4, 2021 to Feb 1, 2022
- HNW clients · 73 to 74Feb 4, 2021 to Feb 1, 2022
- Individual clients · 23 to 21Feb 4, 2021 to Feb 1, 2022
- Assets in custody · $22.9M to $27.4MFeb 4, 2021 to Feb 1, 2022
- Discretionary RAUM · $203M to $236MFeb 4, 2021 to Feb 1, 2022
- HNW RAUM · $192M to $225MFeb 4, 2021 to Feb 1, 2022
- Individual RAUM · $7.5M to $6.6MFeb 4, 2021 to Feb 1, 2022
Signals
2 dated events
- Ayrshire Capital Management Llc filed its initial SEC registration (Form ADV)Jan 28, 2019 · First SEC registration · fact
- Joseph William Ryan (Member) appeared on Schedule A of Ayrshire Capital Management LlcJan 28, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 203-349-5599reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 203-349-5600reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- AYRSHIRECAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 203-349-5600reportedpublic record, Form ADV, Feb 10, 2026
- Contact form
- ayrshirecapital.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- ayrshirecapital.com/managementreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $143Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026