BAY COLONY ADVISORS

RIASEC RegisteredEst. 2016
Total AUM
$1.4B
Discretionary
$1.4B
96% of AUM
Avg account
$331K
Accounts
4,340
Employees
36
Advisory reps
30

Firm details

Headquarters
CONCORD, Massachusetts
CRD number
152583
Registered since
May 17, 2016
Website
baycolonyadvisors.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI59.2%
  • Individuals37.77%
  • Pension & Profit Sharing Plans2.91%
  • Corporations / Businesses0.12%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

BAY Colony Advisors is an independent, SEC-registered investment adviser that began registration in 2016 and operates as a capital allocator for both individual/family and institutional clients. The firm charges fees using a mix of percentage-of-AUM, hourly, fixed, and other fee arrangements and provides financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting, and the selection of other advisers. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 44%, Exchange Traded Equities 42%, US Government Bonds 6%, Investment Grade Corp Bonds 3%, State & Local Bonds 2%, Cash & Cash Equivalents 2%, Non-Investment Grade Corp Bonds 1%44%
  • Public Funds/Mutual Funds44%
  • Exchange Traded Equities42%
  • US Government Bonds6%
  • Investment Grade Corp Bonds3%
  • State & Local Bonds2%

Owners & executives

1 of 1

  • JOHN OHL

    Chief Executive OfficerCRD 1548196

Contacts

3 of 29

  • Matthew Graham

    Investment Advisor RepresentativeCRD 5372368

  • ETHAN FREISHTAT

    Wealth Management AdvisorCRD 4187648

  • JACOB MURRAY

    Wealth Management AdvisorCRD 5866537

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 332

Active vs passive

$615M in ETFs

Passive

61%

$374M

Active

36%

$241M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP DIVIDEND VALUE ETF (CGDV)Capital GroupActiveLarge Value$45.8M1,077,8077.45%
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Location

Primary office

CONCORD, MA

MIDDLESEX

Location

CONCORD, MA

Headquartered in CONCORD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
86 Baker Avenue Ext
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth