Ayers Capital, LLC (Chicago)

Name: Ayers Capital, LLC
Address: 980 N. Michigan Avenue, Chicago, IL, 60611
Telephone: 312-648-1720

Ayers Capital, LLC is a large advisory firm based in Chicago. It manages $109.89 million of regulatory assets for 93 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Illinois and Tennessee.

Ayers Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ayers Capital: assets under management

The assets under management (AUM) of Ayers Capital, LLC is $109.89 million. The firm's AUM has grown by 891% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $72.42 million in discretionary accounts and $37.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.19 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.17 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ayers Capital, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ayers Capital, LLC

Mark E Carr has been acting as President since 1 Nov 2005. Rege Scott Eisaman has served as the Chief Investment Officer since 1 Oct 2009 and Mark Todd Vandiver is the Chief Executive Officer of Ayers Capital, LLC family office. Forrest Patrick Sumlar joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rege S Eisaman	Chief executive officer	1 Nov 2005	Other	2402314
Jeffrey S Camp	Chief financial officer	1 Nov 2005	Other	4295422
Barbara Jean Kelly	Chief compliance officer	1 Nov 2005	Other	2126583
Mark E Carr	President	1 Nov 2005	Other	1078286
Llc Interocean Capital	Voting member, manager	1 Oct 2009	25% - 50%	136887
Rege Scott Eisaman	Chief investment officer	1 Oct 2009	Other	2402314
Jeffrey Scott Camp	Chief financial officer	1 Oct 2009	Other	4295422
Barbara Jean Kelly	Chief compliance officer	1 Oct 2009	Other	2126583
Llc Ayers Capital Investors	Voting member	1 Oct 2009	25% - 50%	27-1071706
Brian Connely Austin	Non-voting member	1 Nov 2009	Other	4356638
Mark Todd Vandiver	Chief executive officer	1 May 2014	25% - 50%	1695188
Forrest Patrick Sumlar	Chief compliance officer	1 Dec 2015	Other	6603003
Barbara Jean Kelly	Chief administrative officer	1 Dec 2015	Other	2126583

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Rege Scott Eisaman	Chief executive officer, member	1 Nov 2005	25% - 50%	2402314
James Jonathan Ayers	Member, manager	1 Oct 2009	75% - 100%	5722960

Based in Chicago

The principal office where Ayers Capital, LLC performs its advisory services is located at 980 N. Michigan Avenue, Chicago, IL 60611, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-648-1720 or by fax 312-269-3060. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at ayerscapital.com.