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BAY CAPITAL ADVISORS, LLC
CRD 140796 · SEC 801-122519
582 LYNNHAVEN PARKWAY, SUITE 302, VIRGINIA BEACH, VA, 23452, United States
Phone
757-816-0967
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.3M
Discretionary AUM
$228.3M
Team
5 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsPROJECT BASED CONSULTING; INVESTMENT ANALYSIS AND CORPORATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $39.4M |
| High net worth individuals | 80 | $182.1M |
| Charitable organizations | 1 | $6.8M |
States served
VA, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/company/bay-capital-advisors-llc/
- HTTP://WWW.LINKEDIN.COM/VIVIANHONEYCUTT
- HTTP://WWW.BAYCAPITALADVICE.COM
- HTTP://WWW.LINKEDIN.COM/ARCELIAWICKERJR
- HTTP://WWW.LINKEDIN.COM/JoeSallee
- https://www.facebook.com/profile.php?id=61576832803787
- https://www.linkedin.com/in/ashley-juliano2
- https://www.linkedin.com/in/mike-upshaw-82678a15
- https://www.facebook.com/672725605931987
- https://www.facebook.com/AshleyJulianoBCA
Official SEC filing: View on IAPD