BAY Capital Advisors, LLC
Firm details
- Headquarters
- Virginia Beach, Virginia
- CRD number
- 140796
- Registered since
- October 20, 2021
- Website
- www.baycapitaladvice.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.75%
- Individuals17.28%
- Charitable Organizations2.97%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
BAY Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, plus educational seminars and workshops. Compensation is through a mix of AUM-based fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities18%
- US Government Bonds6%
- Cash & Cash Equivalents2%
Contacts
3 of 5
Vivian Honeycutt
OwnerCRD 4179766
Edward Sallee
Managing MemberCRD 6442543
Arcelia Wicker
Financial AdvisorCRD 7687958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$209M in ETFs
57%
$118M
17%
$90.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $21.6M | 246,194 | 10.37% |
Location
Virginia Beach, VA
Virginia Beach City
Location
Virginia Beach, VA
Headquartered in Virginia Beach, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Virginia Beach City
- Address
- 582 Lynnhaven Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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