Overview
Assets Under Management: $879 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 33
Average Client Assets: $12.5 million
Frequently Asked Questions
BAYSHORE CAPITAL 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 #110209), BAYSHORE CAPITAL is subject to fiduciary duty under federal law.
BAYSHORE CAPITAL is headquartered in TAMPA, FL.
BAYSHORE CAPITAL serves 33 high-net-worth clients according to their SEC filing dated April 30, 2026. View client details ↓
According to their SEC Form ADV, BAYSHORE CAPITAL offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BAYSHORE CAPITAL manages $879 million in client assets according to their SEC filing dated April 30, 2026.
According to their SEC Form ADV, BAYSHORE CAPITAL serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.97%
Average Client Assets: $12.5 million
Total Client Accounts: 38
Discretionary Accounts: 37
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 110209
Filing ID: 2102118
Last Filing Date: 2026-04-30 18:02:37