# Bayshore Wealth Advisors

> 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.

- CRD: 144191
- Filed as: BAYSHORE WEALTH ADVISORS
- Legal name: Bayshore Asset Management, LLC
- Also doing business as: BAYSHORE WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144191
- AdvisorCensus page: https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191

## Quick answers

**How is Bayshore Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Bayshore Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Bayshore Wealth Advisors located?**
Bayshore Wealth Advisors' principal office is in Coral Gables, FL, according to its Form ADV.

**Is Bayshore Wealth Advisors registered with the SEC or a state?**
Bayshore Wealth Advisors is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144191.

**How much does Bayshore Wealth Advisors manage?**
Bayshore Wealth Advisors reports $740,057,030 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Bayshore Wealth Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Bayshore Wealth Advisors serve?**
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).

**Which custodians does Bayshore Wealth Advisors use?**
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.

**Does Bayshore Wealth Advisors report any disciplinary disclosures?**
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

**Does Bayshore Wealth Advisors state an account minimum?**
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."

**What changed in Bayshore Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $636,514,342 to $740,057,030 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> Bayshore requires a minimum account of $2,000,000 for Investment Management Services. This account size may be negotiable under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $740,057,030
- Discretionary: $738,264,568
- Non-discretionary: $1,792,462

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $11,219,605 |
| High net worth individuals | 94 | $697,402,768 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $295,815 |
| Corporations or other businesses not listed above | 3 | $31,138,842 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2007 (18 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bayshorewealth.com
- LinkedIn @bayshore-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $465,875,098 | 4 | August 19, 2021 |
| October 2022 | $548,255,072 | 4 | March 19, 2022 |
| October 2023 | $518,336,291 | 4 | March 29, 2023 |
| October 2024 | $595,424,989 | 4 | July 31, 2024 |
| October 2025 | $636,514,342 | 4 | March 3, 2025 |
| October 2026 | $740,057,030 | 4 | March 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $636,514,342 to $740,057,030 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bayshore Wealth Advisors (CRD 144191): Form ADV filing data as of October 2026.