CORAL GABLES, FLCRD 144191Latest ADV March 11, 2026
Bayshore Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 11, 2026, reports $740M in regulatory assets under management, 4 employees, and 419 accounts.
Assets Under Management
$740M
Employees
4
Offices
--
Total Clients
129
Primary office
CORAL GABLES, FL
121 ALHAMBRA PLAZA, SUITE 1210, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.9% of total clients.
Top client categories% of clientsClients
1
HNWI
72.9%
94
2
Individuals
24.0%
31
3
Corporations
2.3%
3
4
Pension Plans
0.8%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$740Mas of March 11, 2026
Discretionary99.8%
$738M
100% of total RAUM99.8%
Non-discretionary0.2%
$2M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$740M
Total Accounts419
10Y AUM Change+$374M (+102.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* 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.