Charles Burns
Bay Hill Capital Management · Santa Rosa Beach, Florida
Charles Burns is a fee-only financial advisor at Bay Hill Capital Management in Santa Rosa Beach, Florida. Charles focuses on retirement planning. Bay Hill Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Bay Hill Capital Management |
|---|---|
| Based in | Santa Rosa Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $63.4M across 176 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 2250182 |
| Exams passed | Series 63 (2013) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bayhillcapm.com |
| Profile |
How Charles's firm compares
- Bay Hill Capital Management's average account is about $360,000, from its Form ADV (assets managed divided by 176 accounts).
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Questions about Charles
Is Charles Burns a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Bay Hill Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Bay Hill Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Charles Burns based?
Charles Burns is based in Santa Rosa Beach, Florida.
What does Charles specialize in?
Charles's specialties include retirement planning.
Is Charles Burns registered with the SEC?
Yes. Charles Burns is registered as an investment adviser representative in GA and TX (CRD 2250182), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bay Hill Capital Management manage?
Bay Hill Capital Management reports $63.4M across 176 accounts in assets under management.
How do I contact Charles Burns?
Through Charles's website, www.bayhillcapm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bay Hill Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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