A complete list of active advisors currently associated with Bayworth Capital

Warmer can help you find a great advisor at Bayworth Capital or one who fits your needs even better.

Bayworth Capital works with individuals (including high-net-worth and non‑HNW clients), corporations, and pension and profit‑sharing plans to provide financial planning, discretionary and non‑discretionary portfolio management, and pension consulting under written agreements. The firm advises on a range of investments — equities, fixed income, mutual funds, ETFs, options — and may recommend alternative and private fund investments as part of clients’ portfolios. Advisory strategies are tailored to each client’s objectives, risk tolerance, and liquidity needs and can be implemented through customized portfolios or firm model portfolios; discretionary authority is granted by clients via the investment advisory agreement. Bayworth also facilitates client access to alternative investments through the Capital Integration Systems LLC (CAIS) Alternative Investments Portal, while noting it will only recommend — not unilaterally select — CAIS offerings for client accounts. Compared with many peer teams, Bayworth discloses a heavier involvement with pooled vehicles and ERISA plan work, including pension consulting and the potential to act as a plan fiduciary under Section 3(21) or 3(38). The brochure also highlights less common practices for a firm of its size — assistance with securities‑backed lines of credit, an affiliation with a licensed insurance agency, and use of third‑party AI tools and alternative‑investment due diligence — each accompanied by explicit conflict disclosures and client controls.

To learn more about the advisors currently working at Bayworth Capital, 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.