Bayesian Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,700,000
Clients
26
Advisors
1
of 1 employees
About
Bayesian Investment Management is an independent advisory firm that serves individuals, high‑net‑worth clients, small businesses and employer‑sponsored retirement plans, managing $8.35 million across 26 client relationships. The firm manages separate portfolios of publicly traded securities, including individual stocks, ETFs and mutual funds, and explicitly offers advisory services to retirement plans such as 401(k)s.
The firm uses technical and cyclical analysis and implements a mix of long‑term, short‑term and trading strategies, adjusting positions based on client objectives and market conditions. Accounts are handled on both discretionary and non‑discretionary bases — as of December 31, 2025 the adviser reported $3.65 million in discretionary assets and $4.7 million in non‑discretionary assets — and clients complete an investor profile questionnaire and may impose written restrictions on trading.
Noteworthy for a solo independent adviser, a majority of the firm’s AUM is held in non‑discretionary accounts and the firm also provides plan‑level advisory services to pension/profit‑sharing arrangements, activities that are less common among peers. The firm recommends Charles Schwab for custody, typically aggregates trades across client accounts, does not accept proxy‑voting responsibility, and issues quarterly written investment reviews while clients receive monthly custodian statements.
Client services
Expertise
Fee options
Less than $500,000 - $499,999: 1.5% $500,000 - $1,000,000: 1.35% $1,000,000.01 - $3,000,000: 1.25% $3,000,000.01 - $5,000,000: 1% Greater than $5,000,000+: 0.75%
Main office
Roanoke VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Bayesian Investment Management · Bayesian Investment Management, 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)