{"url":"https://nivawealth.com/firms/bayshore-asset-management-144191","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/144191","regulatoryAum":740057030,"crd":"144191","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4786538","suffix":null,"lastName":"BUSTAMANTE","firstName":"GABRIEL","middleName":"MUNOZ"},{"crd":"6754957","suffix":null,"lastName":"DON DUASSO","firstName":"ARTURO","middleName":"J"},{"crd":"5508208","suffix":null,"lastName":"MUNOZ-BUSTAMANTE","firstName":"GABRIEL","middleName":"JOHN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-30","regulatoryAum":465875098,"clients":97,"employees":4,"offices":1},{"filedOn":"2022-03-19","regulatoryAum":548255072,"clients":105,"employees":4,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":518336291,"clients":115,"employees":4,"offices":1},{"filedOn":"2024-07-31","regulatoryAum":595424989,"clients":115,"employees":4,"offices":1},{"filedOn":"2025-03-03","regulatoryAum":636514342,"clients":118,"employees":4,"offices":1},{"filedOn":"2026-03-11","regulatoryAum":740057030,"clients":129,"employees":4,"offices":1}],"secFileNumber":"801-68559","legalName":"Bayshore Asset Management, LLC","displayName":"Bayshore Asset Management","slug":"bayshore-asset-management-144191","website":"https://bayshorewealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/bayshore-wealth-advisors","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"121 Alhambra Plaza, Suite 1210","city":"Coral Gables","state":"FL","stateName":"Florida","country":"United States","postalCode":"33134"},"tradeNames":["Bayshore Wealth Advisors"],"registration":{"secApproved":"13 November 2007","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":5668978.984,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":740057030,"discretionary":738264568,"discretionaryAccounts":417,"nonDiscretionary":1792462,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":31,"regulatoryAum":11219605},{"label":"High-net-worth individuals","clients":94,"regulatoryAum":697402768},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":295815},{"label":"Corporations and other businesses","clients":3,"fewerThan5":true,"regulatoryAum":31138842}],"feePrograms":[{"role":"main","program":"Advisory Services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":2000000,"pct":0.9,"from":1000000},{"to":3000000,"pct":0.8,"from":2000000},{"to":4000000,"pct":0.7,"from":3000000},{"to":5000000,"pct":0.6,"from":4000000},{"to":null,"pct":0.5,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017580","versionId":1017580,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-11","documentName":"BAYSHORE WEALTH ADVISORS FORM ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":2000000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting Services","summary":"Consulting services are billed hourly at $250 to $450 an hour or as a fixed fee, with any advance retainer capped at $1,200 for work not completed within six months.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017580","versionId":1017580,"submittedOn":"2026-03-11","documentName":"BAYSHORE WEALTH ADVISORS FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:40:56.76211+00:00","documents":[{"name":"BAYSHORE WEALTH ADVISORS FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017580","versionId":1017580,"submittedOn":"2026-03-11"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":714187600}],"custodyNote":"Bayshore Asset Management has custody of $321M in client assets for 52 clients.","leadership":[{"name":"Gabriel Bustamante","title":"Member & Chief","crd":"4786538"},{"name":"Gabriel Munoz-Bustamante","title":"Managing Member","crd":"5508208"}],"ownership":[{"label":"Gabriel M. and Marta C. Bustamante, As Tenants by the Entirety","detail":"Member in the 75% or more ownership band and a control person, since January 2010."},{"label":"The Gabriel J. Bustamante Living Trust","detail":"Member in the 10% to 25% ownership band and a control person, since January 2021."},{"label":"Gabriel M. and Marta C. Bustamante,","detail":"Member in the 75% or more ownership band and a control person, since January 2010."},{"label":"The Gabriel J. Bustamante Living","detail":"Member in the 10% to 25% ownership band and a control person, since January 2021."},{"label":"Gabriel Bustamante","detail":"Indirect owner: a owner of Gabriel M. and Marta C. Bustamante, As Tenants by the Entirety in the 75% or more band and a control person, since January 2010.","parent":"Gabriel M. and Marta C. Bustamante, As Tenants by the Entirety"},{"label":"Marta Bustamante","detail":"Indirect owner: a owner of Gabriel M. and Marta C. Bustamante, As Tenants by the Entirety in the 75% or more band, since January 2010.","parent":"Gabriel M. and Marta C. Bustamante, As Tenants by the Entirety"},{"label":"Gabriel Munoz-Bustamante","detail":"Indirect owner: a owner of The Gabriel J. Bustamante Living Trust in the 75% or more band and a control person, since May 2019.","parent":"The Gabriel J. Bustamante Living Trust"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"121 Alhambra Plaza, Suite 1210","city":"Coral Gables","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"786-888-9400","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":63},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":12},{"label":"Cash and cash equivalents","percent":14},{"label":"Other","percent":1,"detail":"Variable Annuities Holding Mutual Funds"}],"privateFunds":0},"sources":{"adv1FilingDate":"11 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/144191/PDF/144191.pdf","brochureDate":"11 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017580","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bayshore Asset Management have?","answer":"Bayshore Asset Management has 129 clients and manages $740 million for them, as of March 2026. They include 94 high-net-worth individuals, 31 individual clients, and 3 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bayshore Asset Management offer?","answer":"Bayshore Asset Management provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bayshore Asset Management charge?","answer":"Bayshore Asset Management charges 0.50%–1.00% a year for its Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.","source":"BAYSHORE WEALTH ADVISORS FORM ADV PART 2A, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bayshore Asset Management use?","answer":"Bayshore Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $714M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bayshore Asset Management have?","answer":"Bayshore Asset Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bayshore Asset Management invest in?","answer":"At the end of its last fiscal year, Bayshore Asset Management’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 14% cash and equivalents, 12% pooled vehicles (private funds and similar), 5% state and local bonds, 3% U.S. government and agency bonds, 2% exchange-traded equities and 1% other. The 1% other category is described as: Variable Annuities Holding Mutual Funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Bayshore Asset Management have a minimum investment?","answer":"Yes, Bayshore Asset Management’s minimum account size for its Advisory Services is $2M.","source":"BAYSHORE WEALTH ADVISORS FORM ADV PART 2A, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Bayshore Asset Management?","answer":"Bayshore Asset Management is owned through a trust and a holding company by Gabriel and Marta Bustamante and Gabriel Munoz-Bustamante. Its direct owners are Gabriel M. and Marta C. Bustamante, As Tenants by the Entirety (75% or more), the Gabriel J. Bustamante Living Trust (10% to 25%), Gabriel M. and Marta C. Bustamante (75% or more), and the Gabriel J. Bustamante Living (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bayshore Asset Management get paid?","answer":"Bayshore Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Bayshore Asset Management registered with the SEC?","answer":"Yes, Bayshore Asset Management has been registered with the SEC as an investment adviser since 13 November 2007. Its CRD number is 144191 and its SEC file number is 801-68559.","source":"Form ADV Part 1A, Item 1, filed 11 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Bayshore Asset Management?","answer":"Bayshore Asset Management’s main office is at 121 Alhambra Plaza, Suite 1210, Coral Gables, FL 33134. Its phone number is 786-888-9400. Its website is bayshorewealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/bayshore-asset-management-144191/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-23","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1906790/000172554726000249/0001725547-26-000249-index.html","totalValue":279804602,"positionCount":52,"top10Share":0.769629096379194,"top10":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":57083610,"shares":816647,"shareType":"SH","priorValue":52190015,"priorShares":835709},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":50626645,"shares":1141268,"shareType":"SH","priorValue":45365708,"priorShares":1167414},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}