Bayshore Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 10 private funds.
Bayshore Capital Advisors reports 43 clients. They include 33 high-net-worth individuals and 10 pooled investment vehicles. Of its assets, 89.0% ($782M across 37 accounts) are managed with discretion; $96.9M across 1 account is not. Of its clients, 2% are outside the U.S. It advised 11 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 77% | 47% |
| Pooled investment vehicles | 23% | 41% |
| Other investment advisers | Fewer than 5 | 11% |
| Insurance companies | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $1.28M | 0.1% | — |
| High-net-worth individuals | 33 | $413M | 47.0% | $12.5M |
| Pooled investment vehicles | 10 | $365M | 41.5% | $36.5M |
| Other investment advisers | Fewer than 5 | $96.9M | 11.0% | — |
| Insurance companies | Fewer than 5 | $3.5M | 0.4% | — |
| Total | 43 | $879M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.28M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 33
- Regulatory AUM
- $413M
- AUM share
- 47.0%
- Avg. per client
- $12.5M
- Clients
- 10
- Regulatory AUM
- $365M
- AUM share
- 41.5%
- Avg. per client
- $36.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $96.9M
- AUM share
- 11.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.5M
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 43
- Regulatory AUM
- $879M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 11
- Private funds advised
- 10
- Financial planning clients last fiscal year
- 1–10
Bayshore Capital Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Tready Smith owns 75% or more of Bayshore Capital Advisors. Tready Smith is CEO; the leadership team includes Chief Financial Officer Catherine Sanders. It has 12 employees, 9 of them in advisory roles.
Leadership
Tready SmithPrincipal and Chief Executive Officer- Catherine SandersChief Financial Officer / Chief Compliance Officer
Thayer SmithMember
Staff
- 12 employees
- 9 in advisory functions
- Owns 75% or more of Bayshore Capital Advisors, LLC
Tready Smith
Control person · since January 2001
- Owns 10% to 25% of Bayshore Capital Advisors, LLC
Thayer Smith
since October 2016
Bayshore Capital Advisors’ regulatory assets grew 2.8× from $311M (June 2021) to $879M (June 2026); clients were 43 in both filings and employees rose from 9 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $879M | 43 | 12 | 1 |
| June 2025 | $741M | 34 | 9 | 1 |
| June 2024 | $454M | 32 | 8 | 1 |
| June 2023 | $416M | 33 | 9 | 1 |
| June 2022 | $413M | 39 | 9 | 1 |
| June 2021 | $311M | 44 | 9 | 2 |
Besides its headquarters, Bayshore Capital Advisors has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 1700 South Macdill Avenue, Suite 340, TampaHQ
Other business names
Bayshore Capital Advisors has reported 1 other business name to the SEC.
- Bayshore Capital
Contact and registration details
- Legal name
- Bayshore Capital Advisors, LLC
- Headquarters
- 1700 South Macdill Avenue, Suite 340, Tampa, FL 33629
- Website
- bayshorecap.com
- Phone
- 813-221-3400
- @bayshore-capital-advisors-llc
- SEC file
- 801-60081
- Structure
- Florida LLC
- Fiscal year end
- December
Bayshore Capital Advisors uses Fidelity ($103M, 50%) and Fidelity ($103M, 50%) as custodians for its separately managed accounts. Bayshore Capital Advisors has custody of $15M in client assets for 1 client.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $103M50%
- FidelityNational Financial Services LLC · Boston, MA · $103M50%
At year end, Bayshore Capital Advisors’ separately managed accounts were mostly in funds (63%) and stocks (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $214M across 42 positions; the largest are USA Rare Earth Inc. (44.7%), SPDR Gold TR (12.9%) and Vaneck ETF Trust (6.0%).
What the accounts hold
- Stocks32%
- Exchange-traded equities20%
- Non-exchange-traded equities12%
- Funds63%
- Pooled vehicles44%
- Registered funds19%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash1%
- Other1%
- Assets included in "other" are private loans and private reits.1%
Reported 13F holdings
- $214M
- Reported 13F value
- 42
- Positions
- 84.6%
- In the 10 largest
- −9.6%
- Value vs. prior quarter
- USA Rare Earth Inc.44.7%
- SPDR Gold TR · Gold Shs12.9%
- Vaneck ETF Trust · Real Assets ETF6.0%
- Fidelity Wise Origin Bitcoin4.0%
- iShares Bitcoin Trust ETF · Shs Ben Int3.5%
- iShares TR · Rus 1000 ETF3.5%
- Blue Owl Technology Fin Corp.2.9%
- Global X Fds · Global X Copper2.7%
- Blue Owl Capital Corporation2.4%
- Galaxy Digital Inc.. · CL A2.0%
Together, the ten largest are 84.6% of reported value.
How many clients does Bayshore Capital Advisors have?
Bayshore Capital Advisors has 43 clients and manages $879 million for them, as of June 2026. They include 33 high-net-worth individuals and 10 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 June 2026
What services does Bayshore Capital Advisors offer?
Bayshore Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Bayshore Capital Advisors use?
Bayshore Capital Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $103M and National Financial Services LLC (Boston, MA), with $103M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 June 2026
How many financial advisors does Bayshore Capital Advisors have?
Bayshore Capital Advisors has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 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
What does Bayshore Capital Advisors invest in?
At the end of its last fiscal year, Bayshore Capital Advisors’ separately managed accounts held 44% pooled vehicles (private funds and similar), 20% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 12% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Assets Included in "Other" Are Private Loans and Private Reits. It advises 10 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bayshore Capital Advisors?
Bayshore Capital Advisors’ direct owners are Tready Smith (75% or more) and Thayer Smith (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 June 2026
How does Bayshore Capital Advisors get paid?
Bayshore Capital Advisors is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Bayshore Capital Advisors registered with the SEC?
Yes, Bayshore Capital Advisors has been registered with the SEC as an investment adviser since 9 March 2001. Its CRD number is 110209 and its SEC file number is 801-60081.
Source: Form ADV Part 1A, Item 1, filed 26 June 2026; IAPD firm record
How do I contact Bayshore Capital Advisors?
Bayshore Capital Advisors’ main office is at 1700 South Macdill Avenue, Suite 340, Tampa, FL 33629. Its phone number is 813-221-3400. Its website is bayshorecap.com.