VIRGINIA BEACH, VACRD 140796Latest ADV March 6, 2026
Bay Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated March 6, 2026, reports $228M in regulatory assets under management, 5 employees, 4 offices, and 615 accounts.
Assets Under Management
$228M
Employees
5
Offices
4 offices
Total Clients
195
Primary office
VIRGINIA BEACH, VA
582 LYNNHAVEN PARKWAY, SUITE 302, VIRGINIA BEACH, VA, United States
Top client segmentIndividuals represent 58.5% of total clients.
Top client categories% of clientsClients
1
Individuals
58.5%
114
2
HNWI
41.0%
80
3
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$228Mas of March 6, 2026
Discretionary100.0%
$228M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$228M
Total Accounts615
10Y AUM Change+$103M (+82.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee39:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.