Bayesian Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,700,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
26
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$180,769
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
Portfolio management
Expertise
Passive / index investing
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 location
Bayesian Investment Management
Roanoke VA, United States
Number of offices
1
Most active in
Bayesian Investment Management has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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