Bay Capital Advisors, LLC
Bay Capital Advisors, LLC is an independent, fee-only registered investment adviser (RIA) headquartered in Virginia Beach, Virginia. Founded in 2006, the firm provides investment management and financial planning services to individuals, families, and multi-generational clients. Bay Capital focuses on objective recommendations, innovative investment management, and fiduciary oversight, aiming to foster long-term relationships built on trust, transparency, and personalized financial strategies. The firm serves a select group of clients, offering continuous guidance to help navigate financial planning and investments, with a team of approximately 10 employees.
Investment Strategy
Bay Capital Advisors, LLC offers discretionary investment management with personalized financial planning. Their strategy is rooted in process-oriented, not sales-driven, advice, and is tailored to each client's financial situation, objectives, and risk tolerance. The firm does not limit investments to proprietary products or a narrow group; they employ innovative asset allocation and investment care, regularly monitoring portfolios and providing continuous fiduciary oversight. They foster long-term relationships, seek to educate clients, and prioritize independent, objective recommendations without cookie-cutter solutions.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 11.16% | $17.1M | 218,711 | $69.47 | $78.34 | +$2.1M |
Q QQQ | INVESCO QQQ TR | 10.03% | $15.4M | 25,669 | $512.52 | $600.37 | +$1.6M |
I ICSH | ISHARES TR | 6.65% | $10.2M | 201,130 | $50.75 | $50.75 | +$10.2M |
I IWF | ISHARES TR | 6.10% | $9.4M | 20,015 | $406.65 | $468.41 | +$1.2M |
V VYM | VANGUARD WHITEHALL FDS | 4.81% | $7.4M | 52,413 | $128.95 | $140.95 | +$835.6K |