BAY CAPITAL ADVISORS, LLC

582 Lynnhaven Parkway
Suite 302
Virginia Beach, Virginia 23452
Tel: 757-816-0967

About BAY CAPITAL ADVISORS, LLC

BAY CAPITAL ADVISORS, LLC, formally registered with the SEC as BAY CAPITAL ADVISORS, LLC. The firm was established in 10/20/2021. They have over 5 offices throughout the country.

BAY CAPITAL ADVISORS, LLC is a Virginia Beach, Virginia based Financial Planning firm with nearly $195,912,606 assets under management, offering retirement planning & investment advisory services to 591 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140796
SEC#	801-122519
Assets Managed by Firm	$195,912,606
No. of Clients	591
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Other (PROJECT BASED CONSULTING; INVESTMENT ANALYSIS AND CORPORATE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	591	$195,912,606
Individuals (other than high net worth individuals)	104	$39,350,476
High net worth individuals	71	$150,358,865
Charitable organizations	1	$6,203,265

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