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. The firm is SEC-registered (registration year 2021) and is owned by an individual. Its client base includes both individual/family clients and institutional accounts. Fee arrangements are flexible and include a percentage-of-AUM billing alongside hourly and fixed fees. Advisory services listed by the firm center on financial planning, discretionary portfolio management for individuals/small businesses and for businesses/institutions, and educational seminars/workshops. BAY Capital does not position itself as a capital allocator and 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$214M in ETFs
53%
$114M
19%
$100M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $22.7M | 253,276 | 10.62% |
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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