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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-03-2006
- Office Locations
- 3
Office Locations
About BAY Capital Advisors, LLC
Bay Capital Advisors is an independent, fee-only RIA led by CFP professionals providing fiduciary financial planning and discretionary asset management. The firm supports clients with retirement planning, tax-aware strategy, multigenerational wealth planning, and guidance for women in transition and business owners. Process-oriented and non-product-driven, it emphasizes ongoing oversight and client education; affiliated with NAPFA and featured in FinancialServicesReview.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EDWARD JOE SALLEE JR.
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6442543
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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VIVIAN MAHER HONEYCUTT
--
- CRD
- #4179766
Ashley Juliano
--
- CRD
- #8209403
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,283,850 | $371,193 |
| Non-Discretionary | $0 | -- |
| Total | $228,283,850 | $371,193 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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