Bayshore Wealth Advisors
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 144191
- Registered since
- November 13, 2007
- Website
- www.bayshorewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.24%
- Corporations / Businesses4.21%
- Individuals1.52%
- Pension & Profit Sharing Plans0.04%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bayshore Wealth Advisors is an independent RIA organized as an LLC and registered with the SEC in 2007. The firm serves both high-net-worth individuals and families as well as institutional clients, operating primarily on a percentage-of-AUM fee model. Its advisory services include portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers, and the firm describes itself as a capital allocator that places client assets with third‑party managers when appropriate. Bayshore does not present itself as an active ESG investor.
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
- Public Funds/Mutual Funds63%
- Cash & Cash Equivalents14%
- Private Funds12%
- State & Local Bonds5%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$267M in ETFs
5%
$12M
96%
$255M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $55.6M | 825,077 | 20.87% |
Location
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 121 Alhambra Plz
- Time zone
- ET (UTC-5)
- Office locations
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