BAY Hill Capital Management USA, LLC

RIASEC Registered
Total AUM
$63.4M
Discretionary
$63.4M
100% of AUM
Avg account
$360K
Accounts
176
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
287897
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI96.25%
  • Individuals3.75%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

BAY Hill Capital Management USA, LLC is a small, independent registered investment adviser organized as an LLC that manages portfolios for individuals and families with a focus on discretionary portfolio management and financial planning. The firm charges fees as a percentage of assets under management and appears to run client accounts primarily through separately managed accounts (SMAs) and liquid public-market instruments. Its investment stance tilts toward equities as the primary return engine while using income and alternative sleeves for diversification and yield. The adviser does not position itself as a capital allocator to external private funds; instead it implements client asset mixes directly. It does not identify as an active ESG investor, and its advisory activity is centered on individual and small-business clients rather than institutional or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Private Funds 35%, US Government Bonds 4%, State & Local Bonds 4%, Cash & Cash Equivalents 2%55%
  • Exchange Traded Equities55%
  • Private Funds35%
  • US Government Bonds4%
  • State & Local Bonds4%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Charles Burns

    Charles Burns

    Managing PartnerCRD 2250182

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth