Bayview Investment Counsel, Inc
Firm details
- Headquarters
- Stevensville, Maryland
- CRD number
- 116015
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions
- Client types
- Individuals69.37%
- HNWI30.63%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Bayview Investment Counsel, Inc. is a small, privately owned investment advisory corporation that serves individual and family clients. The firm performs financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers, and identifies itself as a capital allocator. Its fee arrangements include percentage-of-AUM billing, hourly charges, and commissions. Bayview maintains industry relationships with a broker‑dealer and an insurance company. The firm does not identify as an active ESG investor and is not presented as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities60%
- Cash & Cash Equivalents40%
Contacts
1 of 1Ernest Brittingham
Financial AdvisorCRD 30929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stevensville, MD
Queen Annes
Location
Stevensville, MD
Headquartered in Stevensville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Queen Annes
- Address
- 120 Sallitt Dr
- Time zone
- ET (UTC-5)
- Office locations
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