Kaye Capital Management
Kaye Capital Management is an SEC-registered investment adviser headquartered in El Segundo, California. The firm was founded in 1998 and provides discretionary and non-discretionary investment management services, primarily to U.S. individuals, high net worth clients, pension and profit sharing plans, and charitable organizations. As of early 2025, the firm manages approximately $743 million in assets and employs around 6 professionals, half of whom are investors. Kaye Capital Management serves clients seeking tailored investment solutions backed by experience in public equities and retirement planning.
Investment Strategy
Kaye Capital Management focuses on discretionary and non-discretionary asset management for a diversified clientele. The firm builds portfolios comprising large-cap U.S. equities—including technology, healthcare, and consumer staples—using active management and fundamental analysis. Their investment approach prioritizes personalized asset allocation, long-term growth, risk management, and client-specific financial objectives, particularly for individuals, pension plans, and charitable entities. The strategy emphasizes aligning investments to client retirement goals and financial security, utilizing publicly traded stocks and direct client relationships.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 15.65% | $40.7M | 65,555 | $385.79 | $620.90 | +$1.6M |
V VTV | VANGUARD INDEX FDS | 10.94% | $28.4M | 160,954 | $141.68 | $176.74 | -$1.4M |
Q QQQ | INVESCO QQQ TR | 7.99% | $20.8M | 37,646 | $313.18 | $551.64 | +$1.6M |
P PID | INVESCO EXCHANGE TRADED FD T | 7.95% | $20.7M | 1,008,078 | $17.44 | $20.50 | +$61.0K |
I IOO | ISHARES TR | 7.35% | $19.1M | 177,302 | $72.90 | $107.81 | +$1.8M |