Ayaz Mahmud
West Branch Capital · Amherst, Massachusetts
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.
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Who they serve
- Multi-generational families
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 | $690.1M across 1,255 accounts |
| SEC registration | Investment adviser representative in MA, NH, NY, TX · CRD 1094095 |
| Exams passed | Series 63 (1983) · Series 65 (1992) · Series 66 (2005) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.westbranchcapital.com |
| Profile |
How Ayaz's firm compares
- West Branch Capital's average account is about $550,000, from its Form ADV (assets managed divided by 1,255 accounts).
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Questions about Ayaz
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- West Branch Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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