SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bayshore Capital
Tampa, FL
Bayshore Capital Advisors, LLC, CRD 110209
Firm filing updated June 26, 2026 ·
- $879.2MAssets
- 9Advisory staff
- 38Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- High net worth individuals33
- Pooled vehicles10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $1.3 million |
| High net worth individuals | 33 | $413.0 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $364.5 million |
| Other investment advisors | Fewer than 5 clients | $96.9 million |
| Insurance companies | Fewer than 5 clients | $3.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$879.2 million
- Accounts38
- Discretionary$782.3 million · 37 accounts
- Non-discretionary$96.9 million · 1 accounts
People
- Employees12
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Registration details
- Legal name: Bayshore Capital Advisors, LLC SEC-registered investment advisor. CRD 110209, SEC file 801-60081.
- Registered with the SEC as an investment advisor (status date on record: March 9, 2001).
Is Bayshore Capital a fiduciary?
Short answer: Bayshore Capital is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.