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Wyosey Capital, L.L.C. (Red Bank)


Wyosey Capital, L.L.C. is a large advisory firm based in Red Bank. It manages $98.02 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of New Jersey and Ohio.




Wyosey Capital, L.L.C provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wyosey Capital, L.L.C: assets under management

The assets under management (AUM) of Wyosey Capital, L.L.C. is $98.02 million. The firm's AUM has grown by 180% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.71 million in discretionary accounts and $65.32 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.52 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.26 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wyosey Capital, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Red Bank

The principal office where Wyosey Capital, L.L.C. performs its advisory services is located at 21 East Front Street, Red Bank, NJ 07701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-212-8844 or by fax 732-212-8408. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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