# Ayaz Mahmud

> Ayaz Mahmud is a fee-only financial advisor at West Branch Capital in Amherst, Massachusetts. West Branch Capital reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ayaz-mahmud/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** West Branch Capital
- **Based in:** Amherst, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $690.1M across 1,255 accounts
- **Works with:** Multi-generational families
- **CRD:** 1094095 (https://adviserinfo.sec.gov/individual/summary/1094095)
- **SEC registration:** Investment adviser representative in MA, NH, NY, TX
- **Exams passed:** Series 63 (1983), Series 65 (1992), Series 66 (2005)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.westbranchcapital.com

## Frequently asked questions

### Is Ayaz Mahmud a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ayaz holds no broker registration, and West Branch Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ayaz charge for financial advice?

Ayaz's firm, West Branch Capital, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Ayaz Mahmud based?

Ayaz Mahmud is based in Amherst, Massachusetts.

### Is Ayaz Mahmud registered with the SEC?

Yes. Ayaz Mahmud is registered as an investment adviser representative in MA, NH, NY and TX (CRD 1094095), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does West Branch Capital manage?

West Branch Capital reports $690.1M across 1,255 accounts in assets under management.

### How do I contact Ayaz Mahmud?

Through Ayaz's website, www.westbranchcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1094095): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.westbranchcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.