CRD: 136373
Double BAY Management & Planning
$127.0M Total AUM
$127.0M Disc. AUM
8.0% 3Y CAGR
1 Employees
37 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ascensus · Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- CapitalInsight
- Established Date
- 12-13-1999
- Office Locations
- 1
Office Locations
50 California Street Suite 1500 SAN Francisco CA
About Double BAY Management & Planning
Double Bay Management & Planning is a San Francisco-based, independent fee-only advisor serving individuals and small businesses. The firm provides financial planning, investment management, and small-business 401(k) plan guidance, building broadly diversified, low-cost passive portfolios using no-load funds and ETFs, including Dimensional (DFA) strategies with value and micro-cap tilts. Led by Keir Oxley, CFA, CFP.
Team overview
-- AVG AGE
$127.0M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Upgrade to reveal position-level detail across ridge wave.
Open the full profile to inspect shifts in frontier capital.
Full visibility includes strategy notes for vector prime.
Full visibility includes strategy notes for focus insight.
Open the full profile to inspect shifts in insight horizon.
Open the full profile to inspect shifts in focus atlas.
See the complete signal summary connected to value horizon.
Request access to benchmark trends tied to element optima.
Asset Classes
Harbor Element Prime
Client Personas
Delta beacon
Custodian
Glacier pathway Foundation Vector Insight
Fund Managers
Horizon Unison
Investment Themes
Wave Beacon Alpha radial
Investment Vehicles
Momentum foundation Momentum matrix
Services
Pioneer capital Prime Foundation timber Focus Capital Pathway Vital radial
Technology
Element ember Zenith oak
Owner & Executives
HARRY KEIR OXLEY
Chief Compliance Officer, Principal
- CRD
- #2827738
- Ownership
- 75% or more
(704) 541-4159
summit.unison@insightcapital.com
in linkedin.com/in/peak-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,047,204 | $1,270,472 |
| Non-Discretionary | $0 | -- |
| Total | $127,047,204 | $1,270,472 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $127,047,204
Equity - Exchange:
13.7% Public Funds:
19.7% Cash:
20.5% U.S. Government/Agency:
20.1% Corporate - Investment Grade:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,129,273,234 | 13.7% |
| Public Funds | $1,623,845,454 | 19.7% |
| Cash | $1,689,788,416 | 20.5% |
| U.S. Government/Agency | $1,656,816,935 | 20.1% |
| Corporate - Investment Grade | $2,143,146,285 | 26.0% |
| Total | $8,242,870,324 | 100.0% |