BT
BT

Brian Tayan

14 Years of Experience
Menlo Park, CA

Brian Tayan is a registered investment advisor at Tayan Capital Management, LLC, based in Menlo Park, CA, with 14 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $36M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
9 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$35.6M

Fee Structure

Minimum Investment:$85K
Investment management only (planning not offered)

Tayan Capital Management manages investments for a fixed annual fee ranging from $250 to $2,000. The exact fee depends on the size and complexity of the account. You'll receive an invoice annually, payable by check or electronic transfer.

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Location

1135 Trinity Drive, Menlo Park, CA, 94025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is a Research Associate at Stanford University since 2006. This takes about half of his time, some of which occurs during securities trading hours.

Employment History
Current Registrations
Tayan Capital Management, LLC
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Tayan Capital Management, LLC
August 2006 - November 2014 · 8 yrs 3 mos
UBS Financial Services INC.
December 2005 - March 2006 · 3 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.