BAYWORTH CAPITAL

Overview

Bayworth Capital is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Fee arrangements combine a percentage of assets under management and fixed-fee engagements. Investment activity is centered on publicly traded pooled vehicles and conventional fixed-income instruments rather than running captive funds. The firm is not positioned as a capital allocator; instead it relies on third‑party managers and retail/wholesale products to implement client portfolios. Bayworth Capital is not flagged as an active ESG investor, and its stated program preferences indicate a pragmatic, income-and-liquidity-aware approach suited to retirement and pension clientele.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices