Steven Ayers & Company

Overview

Steven Ayers & Company is an independent registered investment advisor organized as a corporation and owned by an individual. The firm operates on a percentage-of-AUM fee model and provides portfolio management services primarily for individuals and small businesses. It is not positioned as a capital allocator or pension consultant, does not self-identify as an active ESG investor, and is not registered as a multi-state or newly formed adviser. The firm’s client base is focused on individual and family relationships rather than institutional or large corporate mandates. Advisory activity centers on discretionary portfolio management, with a clear preference for equity exposure as the primary building block of client portfolios.

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Location & Offices