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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Eagle northCatalyst
- Established Date
- 04-06-2017
- Office Locations
- 1
Office Locations
About BAY Hill Capital Management USA, LLC
Bay Hill Capital Management (Chad Burns) provides investment management, institutional-style risk management, and retirement planning for institutional investors, nonprofits, and private clients. Portfolios emphasize efficient, low-fee, liquid implementation—often via ETFs and public funds—tilted to each client’s risk profile. Burns brings institutional Risk Officer experience from a top-7 U.S. bank; the firm supports relationships through Charles Schwab.
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Owner & Executives
CHARLES J BURNS
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2250182
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,427,703 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,427,703 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,427,703
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $897,382,749 | 26.2% |
| Private Funds | $767,227,999 | 22.4% |
| Municipal Bonds | $455,541,624 | 13.3% |
| U.S. Government/Agency | $482,942,624 | 14.1% |
| Cash | $822,030,000 | 24.0% |
| Total | $3,425,124,996 | 100.0% |