BAY Capital
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 113776
- Website
- www.baycapital.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.58%
- Individuals31.17%
- Charitable Organizations3.25%
- Services
- Portfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
BAY Capital is a small, independent registered investment adviser organized as a sole proprietorship and run by an individual owner. The firm serves individual and family clients (including small business owners) and charges fees as a percentage of assets under management. Its core services are discretionary portfolio management for individuals and small businesses and tactical/market timing services. BAY Capital does not identify as an active ESG investor and is not structured as a multi-state or pension consulting adviser. The firm is not positioned as a capital allocator or a multi-adviser platform; instead it appears to manage client portfolios directly while using external managers for a limited set of alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Stephen Cooper
FounderCRD 1306622

Richard Ryder
Investment Advisor RepresentativeCRD 4773510
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 4100 W Kennedy Blvd
- Time zone
- ET (UTC-5)
- Office locations
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