Ailsa Capital, Inc.

Ailsa Capital, Inc. (CRD# 136463) is a financial advisory firm headquartered in Draper, UT. They manage $80,136,282 in 487 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $164,551
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, UT

Financial Advisors at Ailsa Capital, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Tiffany T. Bodell
CRD#: 5006768
272 E 12200 S, Suite 100, Draper, UT 84020
93
Wealthminder
score

Tiffany Bodell (CRD# 5006768) is an Investment Advisor Representative working at Ailsa Capital, Inc. in Draper, UT and has over 5 years of experience in the finance industry.

2
Cam T. McClellan
CRD#: 5419803
272 E 12200 S, Suite 100, Draper, UT 84020
93
Wealthminder
score

Cam McClellan (CRD# 5419803) is an Investment Advisor Representative working at Ailsa Capital, Inc. in Draper, UT and has over 10 years of experience in the finance industry.

3
John A. Martindale
CRD#: 2015452
272 E 12200 S, Suite 100, Draper, UT 84020
76
Wealthminder
score

John Martindale (CRD# 2015452) is an Investment Advisor Representative working at Ailsa Capital, Inc. in Draper, UT and has over 23 years of experience in the finance industry. John Martindale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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