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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Fusion elementPioneer beacon
- Established Date
- 04-01-2011
- Office Locations
- 1
Office Locations
About Ayrshire Capital Management LLC
Ayrshire Capital Management is an independent RIA providing highly customized investment management tailored to each client’s goals and risk tolerance. The team blends domestic and global macro views with active portfolio management—trimming positions and adding new holdings to manage near-term risk while pursuing long-term opportunities in quality businesses. Portfolios often use ETFs alongside individual equities; custody support includes Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN MERRITT NEVIN JR
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4346245
- Ownership
- 50% but less than 75%
WILLIAM JOSEPH RYAN III
Partner
- CRD
- #3108653
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $285,051,675 | $1,007,250 |
| Non-Discretionary | $0 | -- |
| Total | $285,051,675 | $1,007,250 |
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Separately Managed Accounts
Total SMA Asset: $285,051,675
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,395,742,768 | 31.2% |
| U.S. Government/Agency | $733,659,660 | 16.4% |
| Cash | $800,762,678 | 17.9% |
| Public Funds | $975,230,524 | 21.8% |
| Corporate - Investment Grade | $568,138,882 | 12.7% |
| Total | $4,473,534,512 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL SIGNAL EAGLE | PIONEER SIGNAL | 38YFFI4A8 | XIK | 9.66% | $5,471,971 |
| TIMBER CATALYST MATRIX | HORIZON MOMENTUM | O6JB5J88M | ZNEWR | 0.76% | $92,350,745 |
| HARBOR PATHWAY | SUMMIT ALPHA | W5O1LG5C2 | VWCZK | 4.22% | $8,695,187 |
| WAVE CREST MOMENTUM | FUSION FOCUS | R2C7KQIN2 | GKBR | 12.06% | $17,033,026 |
| VALUE EMBER | ZENITH PATHWAY | 5FVCJCK96 | EYTB | 6.34% | $110,002,206 |
| VERTEX RIDGE | HARBOR FRONTIER | DEHKYH374 | XYFWB | 6.82% | $81,605,046 |
| VECTOR FOCUS VECTOR | OAK CAPITAL | G3Q63ZX9M | ELZTD | 3.67% | $69,036,203 |
| INSIGHT PIONEER | VECTOR MERIDIAN | 4P3LVV8RP | NIRG | 8.22% | $5,055,071 |