A complete list of active advisors currently associated with Golden Bay Advisors LLC

Warmer can help you find a great advisor at Golden Bay Advisors LLC or one who fits your needs even better.

Golden Bay Advisors primarily serves individual and high‑net‑worth clients, providing discretionary and non‑discretionary portfolio management for separately managed accounts and retirement plans, together with financial planning services. The firm reports roughly $295.7 million in assets under management across about 147 client accounts and operates with a small advisory team; management agreements and fees are individually negotiated and generally billed as a percentage of AUM. The firm’s investment approach centers on exchange‑traded funds while also employing individual stocks, open‑end mutual funds and a broad range of equity and debt instruments, and discloses the potential use of short sales, leverage, options and non‑U.S. securities. Accounts are managed against client‑specific guidelines and reviewed at least quarterly, with discretionary trading exercised where authority is granted in the investment management agreement. What is atypical for a firm of this size is its provision of portfolio management services for pooled investment vehicles in addition to separately managed accounts, alongside retirement plan work and financial planning. The brochure also notes that the firm does not participate in wrap fee programs, does not charge performance‑based incentive fees, does not maintain custody of client assets, and uses custodial and execution relationships (including Charles Schwab and Altruist/Apex) disclosed in its ADV.

To learn more about the advisors currently working at Golden Bay Advisors 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.