Cubic Pye Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 130212
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI99.21%
- Individuals0.79%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cubic Pye Capital Management, Inc. is a small, privately owned advisory firm focused on serving individual and family clients. The firm combines portfolio management with accounting-related services, positioning itself for clients who want integrated investment oversight alongside tax and reporting support. Investment activity is concentrated in pooled public funds rather than broad direct-stock trading; the firm prefers mutual funds and public fixed‑income strategies as core building blocks. Fee arrangements include a percentage of assets under management and hourly advisory charges, which supports both ongoing portfolio oversight and discrete financial or accounting projects. The firm is not an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a pension consultant. Its client mix and service model point to a high-touch, smaller practice that prioritizes customized portfolios for a limited number of high‑net‑worth households.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities16%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1Hayley Winn
Chief Compliance OfficerCRD 7720364
Contacts
1 of 1Nicholas Pye
President and TreasurerCRD 4751596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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