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S.A.I. Capital Management, LLC (Seal Beach)


S.A.I. Capital Management, LLC is a related adviser based in Seal Beach. It manages $40 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

S.A.I. Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as ffr advisory llc.

S.A.I. Capital Management: assets under management

The assets under management (AUM) of S.A.I. Capital Management, LLC is $40 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $370.37 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay S.A.I. Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ronald Orson Kindschi General partner is ronald kindschi 1 Aug 1990 Other 269750
O. W. Kindschi Irrevocable Trust// Ronald Kindschi Trustee Trustee 1 Mar 1997 Other xxx-xx-xxxx

Based in Seal Beach

The principal office where S.A.I. Capital Management, LLC performs its advisory services is located at 3020 Old Ranch Pkwy Suite 300, Seal Beach, CA 90740, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 562-799-5571. The normal business hours are 9am to 5pm on Monday - Friday.


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