Investment adviser · CRD 136463

AILSA CAPITAL, INC.

Investment adviser filing (IA)

DRAPER, UT, United States · Form ADV filed Mar 17, 2023

Regulatory AUM
$210M
Form ADV · Item 5.F
Client accounts
936
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals74$122,864,25258.4%
Individuals241$40,239,18419.1%
Retirement plans46$31,721,25315.1%
Charities5$8,932,5094.2%
Corporations & businesses7$6,505,6943.1%
Filing source

Form ADV 1734014 · Mar 17, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 17, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

272 E 12200 S, SUITE 100
DRAPER, UT, 84020, United States

CRD 136463

Filing source

Form ADV 1734014 · Mar 17, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.