Bayview Investment Counsel, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bayview Investment Counsel serves individuals, trusts, estates, charitable organizations, and small business entities, including high‑net‑worth and other individual clients, through discretionary portfolio management and investment counseling. The firm primarily advises on equity securities, exchange traded funds, and mutual funds, and also provides periodic non‑continuous advice for retirement plan accounts.
Bayview’s investment process blends fundamental, technical, and cyclical analysis and may employ both long‑term and short‑term trading strategies; the firm monitors discretionary accounts on an ongoing basis and repositions portfolios as market conditions or client circumstances change. Managed accounts are generally run on a discretionary basis, while non‑discretionary advice and planning are available on an hourly basis.
The firm’s brochure discloses several features that are uncommon among peers: associated persons are registered representatives of a broker‑dealer (International Money Management Group, Inc.) and licensed insurance agents, they share offices and staff with that affiliated broker‑dealer/insurance entity, and those individuals may receive commission‑based compensation and insurance commissions in addition to advisory fees—arrangements the firm identifies as potential conflicts of interest. The brochure also notes the firm or its affiliates were involved in reportable events over the past 30 years, while stating there is no reportable material disciplinary information within the last 10 years.
Client services
Expertise
Fee options
up to 2.50% annually
Associated persons are registered representatives and insurance agents earning commissions separately from advisory fees; commissions on securities and insurance products; conflicts of interest disclosed
Investment counseling services charged at $250/hour, negotiable depending on scope and complexity
Fee-only: Fee-only independent investment adviser; advisory fees charged based on assets under management — maximum 2.50% annually but can be negotiated; also charges hourly fee for investment counseling at $250/hour (negotiable)
Main office
301 Pier One Road #201
Stevensville MD 21666
Advisors at this office
1
Most active in
Florida · Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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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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