Overview
Assets Under Management: $196 million
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
BAY CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140796), BAY CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BAY CAPITAL ADVISORS, LLC is headquartered in VIRGINIA BEACH, VA.
BAY CAPITAL ADVISORS, LLC serves 71 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, BAY CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
BAY CAPITAL ADVISORS, LLC manages $196 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, BAY CAPITAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 591
Discretionary Accounts: 587
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 140796
Last Filing Date: 2025-02-25 00:00:00
Website: https://baycapitaladvice.com