Bayview Investment Counsel, Inc

RIAState Registered

Total AUM

$35.1M

Discretionary

$35.1M

100% of AUM

Avg account

$325K

Accounts

108

Employees

2

Advisory reps

1

Firm details

Headquarters: Stevensville, Maryland
CRD number: 116015
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Commissions
Client types: Individuals60.63%
HNWI39.37%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bayview Investment Counsel, Inc. is a small, privately owned corporate RIA that focuses on advising individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and manager selection services. Its revenue model mixes asset-based fees with hourly charges and commissions, and the firm maintains broker-dealer and insurance company affiliations that support brokerage and insurance product distribution. Bayview reports it is a capital allocator and does not present itself as an ESG-focused or multi-state advisory firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities60%
Cash & Cash Equivalents40%

Contacts

1 of 1

Ernest Brittingham
Financial AdvisorCRD 30929

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Stevensville, MD

Queen Annes

Location

Stevensville, MD

Headquartered in Stevensville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Queen Annes
Address: 120 Sallitt Dr
Time zone: ET (UTC-5)
Office locations

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