Bay Capital Advisors, LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFP.
- Its Form ADV reports 5 employees and 194 individual clients, 80 of them high net worth.
- Its average account is about $371,000 (assets it manages divided by its 615 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Virginia Beach, Virginia |
|---|---|
| Website | baycapitaladvice.com |
| [email protected] | |
| Phone | (757) 816-0967 |
Questions about Bay Capital Advisors, LLC
How is Bay Capital Advisors, LLC paid?
Bay Capital Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Bay Capital Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 6 advisors at Bay Capital Advisors, LLC, and 3 hold the CFP.
What is the average account at Bay Capital Advisors, LLC?
Bay Capital Advisors, LLC's average account is about $371,000. That's the assets on its Form ADV divided by its 615 accounts.
Bay Capital Advisors, LLC fees
Bay Capital Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $228 million |
| Individual clients | 114 |
| High-net-worth clients | 80 |
| Accounts managed | 615 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-122519) |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 140796 |