Bay Hill Capital Management USA, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bay Hill Capital Management USA, LLC provides integrated financial planning and discretionary asset management to individuals, high net worth clients, and charitable organizations. The firm combines detailed financial planning deliverables with ongoing portfolio management under a single engagement and does not sponsor a wrap program.
The adviser develops individualized portfolios documented by an Investment Policy Statement and uses multiple methods of analysis — including charting, fundamental, technical, and cyclical approaches — to inform security selection. Portfolios may include a broad range of instruments, from equities and fixed income to mutual funds and more active strategies such as options, futures, margin and short sales, and accounts are monitored with at least annual client reviews.
Noteworthy operational features include a requirement for a substantial account minimum (which the firm may waive) and a limited-custody practice that authorizes fee deductions directly from client custodial accounts. The firm does not use soft-dollar arrangements, does not recommend third‑party investment advisers, generally does not vote client proxies, and operates as a small, solo adviser managing approximately $63 million in discretionary client assets.
Client services
Expertise
Fee options
0.80% to 1.5% annually, negotiable
Account minimum: $500,000 Minimum fee: $2,000 minimum fee for ongoing asset management services
Main office
Santa Rosa Beach FL
Advisors at this office
1
Most active in
Florida · Georgia · Texas
Also doing business as
Bay Hill Capital Management Usa, LLC · Bay Hills Capital Management Usa, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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