Kaye Capital Management

El Segundo, California, United Stateswww.kayecapital.com1expert edge

Fee-only RIA based in El Segundo, California managing over $700 million in assets, serving high-net-worth individuals, executives, and institutional clients with investment management and retirement planning.

Why interesting to a deal team

Boutique, specialized RIA with strong high-net-worth and institutional client base; acquisition target for larger consolidation platforms seeking geographic and client base expansion.

Experts connected to this company

Gary RothFirm he co-leads acquired this RIA in 2025

Gary Roth

Co-founder and Co-CEO

Modern Wealth Management

FounderLaguna Beach

Co-CEO who scaled United Capital to a $750M Goldman exit and is now running Crestview-backed Modern Wealth's 18-deal RIA roll-up — a live playbook for aggregation-model diligence.

Sources

Name + firmPrimary
kayecapital.com
Structured dataPrimaryArchived 2022-02-05
kayecapital.com/qualified-retirement-plans

Strongest evidenceStructured data2 public sourcesHow the grades work