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Charles J Burns

Advisor at Bay Hill Capital Management USA, LLC — Santa Rosa Beach, FL

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Santa Rosa Beach, FL

Bay Hill Capital Management USA, LLC logo

Bay Hill Capital Management USA, LLC

Independent

Total advisors

1

Clients per advisor

87 Very High

Avg AUM per client

$729,054 High

HNW client ratio

69% Very High

About

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

Client services

Based on Bay Hill Capital Management USA, LLC

Financial planning Portfolio management

Expertise

Based on Bay Hill Capital Management USA, LLC

General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

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Fee options

Percentage

0.80% to 1.5% annually, negotiable

Other

Account minimum: $500,000 Minimum fee: $2,000 minimum fee for ongoing asset management services

Location

Santa Rosa Beach, FL

Santa Rosa Beach FL

Advisors at this office

1

Most active in

Florida · Georgia · Texas

Work history

29 years of industry experience

Bay Hill Capital Management USA, LLC

2017 - Present • 9 years

Atlanta, GA

Triad Advisors, Inc.

2015 - 2017 • 2 years

Norcross, GA

Berkeley Capital Partners, LLC

2015 - 2017 • 2 years

Norcross, GA

Morgan Stanley

2013 - 2015 • 2 years

Atlanta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Murray H

Series 63, Series 66

Freeport, FL

Hornsby Asset Management, LLC

Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

Active portfolio management
user avatar

Joshua S

Series 66

Niceville, FL

Future Path Financial Planning

Joshua Scannell is a financial advisor at Future Path Financial Planning with one year of industry experience. He holds a Series 66 designation and has worked at firms including Legacy Growth Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Joshua's background includes roles outside finance, such as positions at the University of West Florida and SunQuest Cruises. Future Path Financial Planning serves individuals and high-net-worth clients with investment management, financial planning services, and specialized real estate transition and Section 1031 exchange planning. The firm uses a blend of passive and active strategies guided by Modern Portfolio Theory and offers clients discretionary trading authority with the option to set written investment restrictions.

Real estate investing Retirement withdrawal strategies Cash flow / budgeting Business exit / sale strategy General estate planning guidance
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Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Connor Graham is a financial advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones Investments. Outside of advising, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on IPS-driven strategies that incorporate fundamental analysis, modern portfolio theory, and technical analysis. The firm operates on a primarily non-discretionary basis and utilizes margin and options trading strategies.

Options & derivatives strategies Annuities Real estate investing

Brian O

CFP®, EA

Niceville, FL

Winged Wealth Management and Financial Planning

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

General retirement planning Retirement income strategy Tax strategies for small businesses College savings (529s, UTMA, etc.) Airline Pilot Military & Veterans Government Employee Gen X (Born 1965-1980)
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Sidney D

Series 65

Santa Rosa Beach, FL

Fortunato Asset Management

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Wealth management Active portfolio management
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John D

Series 63, Series 65

Inlet Beach, FL

Davenport PBH LLC

John Davenport Jr. is the sole advisor at Davenport PBH LLC, holding Series 63 and 65 licenses with six years of industry experience. His background includes roles at RBC Capital Markets and YieldStreet, as well as a period as a private investor and trader. Davenport PBH LLC operates a private investment fund serving a select group of investors through limited partnership interests. The firm employs a special-situations, value-oriented investment approach focused on mispriced and event-driven opportunities in publicly traded securities, with discretionary management by Davenport.

Active portfolio management Options & derivatives strategies
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