{
  "crd_number": 144191,
  "slug": "bayshore-wealth-advisors-coral-gables-fl-144191",
  "primary_business_name": "BAYSHORE WEALTH ADVISORS",
  "legal_name": "BAYSHORE ASSET MANAGEMENT, LLC",
  "dbas": [
    "BAYSHORE WEALTH ADVISORS"
  ],
  "city": "Coral Gables",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-11-13",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 740057030.0,
  "raum_discretionary": 738264568.0,
  "raum_non_discretionary": 1792462.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 11219605.0,
      "count": 31
    },
    "pension_profit_sharing": {
      "raum": 295815.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 697402768.0,
      "count": 94
    },
    "corporations_other_businesses": {
      "raum": 31138842.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "TX"
  ],
  "websites": [
    "https://bayshorewealth.com",
    "https://linkedin.com/company/bayshore-wealth-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144191",
  "city_as_filed": "CORAL GABLES",
  "url": "https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191",
  "display_name": "Bayshore Wealth Advisors",
  "summary": "Bayshore Wealth Advisors is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Bayshore Wealth Advisors (CRD 144191): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Bayshore Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bayshore Wealth Advisors reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Bayshore Wealth Advisors located?",
      "a": "Bayshore Wealth Advisors' principal office is in Coral Gables, FL, according to its Form ADV."
    },
    {
      "q": "Is Bayshore Wealth Advisors registered with the SEC or a state?",
      "a": "Bayshore Wealth Advisors is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144191."
    },
    {
      "q": "How much does Bayshore Wealth Advisors manage?",
      "a": "Bayshore Wealth Advisors reports $740,057,030 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bayshore Wealth Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bayshore Wealth Advisors: Regulatory assets under management: $465,875,098 in the October 2021 data and $740,057,030 in the October 2026 data, up 59%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bayshore Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (94); individuals (other than high net worth individuals) (31); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Which custodians does Bayshore Wealth Advisors use?",
      "a": "Bayshore Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bayshore Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144191"
    },
    {
      "q": "Does Bayshore Wealth Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"Bayshore requires a minimum account of $2,000,000 for Investment Management Services. This account size may be negotiable under certain circumstances.\""
    },
    {
      "q": "What changed in Bayshore Wealth Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $636,514,342 to $740,057,030 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 465875098.0,
      "total_employees": 4,
      "filing_date": "2021-08-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 548255072.0,
      "total_employees": 4,
      "filing_date": "2022-03-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 518336291.0,
      "total_employees": 4,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 595424989.0,
      "total_employees": 4,
      "filing_date": "2024-07-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 636514342.0,
      "total_employees": 4,
      "filing_date": "2025-03-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 740057030.0,
      "total_employees": 4,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $636,514,342 to $740,057,030 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Bayshore requires a minimum account of $2,000,000 for Investment Management Services. This account size may be negotiable under certain circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Bayshore requires a minimum account of $2,000,000 for Investment Management Services. This account size may be negotiable under certain circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 31,
      "fewer_than_5": false,
      "raum": 11219605.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 94,
      "fewer_than_5": false,
      "raum": 697402768.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 295815.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 31138842.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144191",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}