CRD: 133813
West Branch Capital LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-2005
- Office Locations
- 3
Office Locations
About West Branch Capital LLC
West Branch Capital is an independent, minority-owned, fee-only SEC-registered RIA (founded 2004) providing fiduciary wealth management for individuals and families as well as institutions and corporate retirement plan sponsors. The firm builds customized portfolios across equities and domestic fixed income (taxable and municipal) using ETFs, mutual funds and closed-end funds, and pairs investment management with no-additional-cost financial planning plus estate and tax strategies. Massachusetts SDO certified.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AYAZ MAHMUD
Chief Executive Officer, FOUNDER, Managing Member, Wealth Advisor
- CRD
- #1094095
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ANNE ELIZABETH CHRISTOPULOS
Managing Director
- CRD
- #2077885
JAMES KAI HO MR.
Advisor
- CRD
- #2036580
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $679,518,411 | $542,746 |
| Non-Discretionary | $10,572,199 | $3,524,066 |
| Total | $690,090,610 | $549,873 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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