A complete list of active advisors currently associated with Bay Hill Capital Management USA, LLC

Warmer can help you find a great advisor at Bay Hill Capital Management USA, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bay Hill Capital Management USA, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.