Overview
Assets Under Management: $273 million
Headquarters: WILLIAMSBURG, VA
High-Net-Worth Clients: 65
Average Client Assets: $3 million
Frequently Asked Questions
BAY RIVERS GROUP, INC. 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 #290095), BAY RIVERS GROUP, INC. is subject to fiduciary duty under federal law.
BAY RIVERS GROUP, INC. is headquartered in WILLIAMSBURG, VA.
BAY RIVERS GROUP, INC. serves 65 high-net-worth clients according to their SEC filing dated July 17, 2025. View client details ↓
According to their SEC Form ADV, BAY RIVERS GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BAY RIVERS GROUP, INC. manages $273 million in client assets according to their SEC filing dated July 17, 2025.
According to their SEC Form ADV, BAY RIVERS GROUP, INC. 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.60
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 846
Discretionary Accounts: 829
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 290095
Filing ID: 2004204
Last Filing Date: 2025-07-17 15:01:00
Website: https://bayriversgroup.com