Bayview Investment Counsel, Inc

RIASEC Registered
Total AUM
$30.9M
Discretionary
$30.9M
100% of AUM
Avg account
$286K
Accounts
108
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 40%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents40%

Contacts

1 of 1
  • Ernest Brittingham

    Financial AdvisorCRD 30929

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth