$56.1M Total AUM
$54.5M Disc. AUM
-- 3Y CAGR
3 Employees
168 ADV. Clients
33 yrs Firm Age
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- Custodian
- Axos · Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-03-1992
- Office Locations
- 1
Office Locations
4100 W. Kennedy Boulevard Suite 305 Tampa FL
About BAY Capital
Bay Capital is a full-service, fiduciary RIA focused on understanding each client’s full financial picture and emphasizing risk management and long-term wealth preservation with strong downside protection. The firm provides financial planning and investment management, and as a branch office of Calton & Associates (broker-dealer) can broaden product access to fit unique client goals.
Team overview
75 AVG AGE
$28.0M AVG AUM / ADVISOR
$333.9K AVG AUM / CLIENT
20.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
STEPHEN MARK COOPER
Chief Compliance Officer, Owner
- CRD
- #1306622
- Ownership
- 75% or more
Available
Available
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RICHARD J RYDER
--
- CRD
- #4773510
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,463,366 | $112,325 |
| Non-Discretionary | $1,624,068 | $58,538 |
| Total | $56,087,434 | $104,926 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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