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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bay Capital Advisors LLC
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|---|---|
| CRD # | 140796 |
| SEC # | 801-122519 |
| CIK # | 0002055414 |
| AUM | $195.9 M (2025-02-25) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 757-816-0967 |
| Address | 582 Lynnhaven Parkway Virginia Beach, VA 23452 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 2.5 | ||
| Apple Inc | 2.4 | ||
| Microsoft Corp | 1.8 | ||
| Nvidia Corp | 1.7 | ||
| Broadcom Inc | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Lilly Eli & Co | 1.2 | ||
| VISA Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 39.4 |
| (b) Individuals (high net worth individuals) | 71 | 150.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 6.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 591 | 195.9 |
| By Discretionary | ||
| Discretionary | 587 | 189.9 |
| Non-Discretionary | 4 | 6.0 |
| Total | 591 | 195.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.9 | |
| Total | 591 | 195.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055414] |
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|---|---|---|
|
DaVinci Financial Designs LLC
✚
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SC | 0.2 |
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Aldebaran Financial Inc
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TN | 0.2 |
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KS | 0.2 |
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Blackridge Asset Management LLC
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FL | 0.2 |
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FL | 0.2 |
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Terra Nova Asset Management LLC
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NY | 0.2 |
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Longview Financial Advisors Inc
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AL | 0.2 |
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Archetype Advisors LLC
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PA | 0.2 |
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Eudaimonia Asset Management LLC
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TN | 0.2 |
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Boomfish Wealth Group LLC
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GA | 0.2 |