AUMdb

Hayk Capital

State-registered Insurance-Affiliated · Boutique (under $100M) CRD 311500 · · www.haykcapital.com
☆ Save with Pro ADV data as of Mar 23, 2026
Regulatory AUM
$792K
Discretionary
$792K
Clients
7
Avg AUM / client
$113K
Accounts
9
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 7 $792K 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Roubik Sarian Registered representative Jan 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/23/2026 982 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.

View current Form ADV (SEC/IAPD) ↗