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Bayview Investment Counsel, Inc (Grasonville)


Bayview Investment Counsel, Inc is an adviser based in Grasonville. It manages $37.45 million of regulatory assets for 302 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Maryland, and Virginia.

Bayview Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bayview Investment Counsel: assets under management

The assets under management (AUM) of Bayview Investment Counsel, Inc is $37.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.01 thousand each.
Bayview Investment Counsel has custody of $39.65 million in cash and securities for 211 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bayview Investment Counsel, Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grasonville

The principal office where Bayview Investment Counsel, Inc performs its advisory services is located at 110 Channel Marker Way, Grasonville, MD 21638, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-827-4005 or by fax 410-827-0797. The normal business hours are 9:00am - 4:00pm on Monday - Friday.


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