SourcingSourcing

BAYSHORE CAPITAL ADVISORS, LLC

C44
CRD 110209·SEC 801-60081·TAMPA, FL
AUM
$879.2M
$500M-$1B
Est. Revenue
$8.8M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$21.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BAYSHORE CAPITAL ADVISORS, LLC
CRD
110209
SEC file #
801-60081
EIN
271446544
DBA names
Bayshore Capital

Economics

AUM
$879.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$247.5M → $879.2M▲ +255%
Client mix
Individuals High Net Worth33
Pooled Investment Vehicles10

Operations

Employees (total)
12
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
10 advisors → 9 advisors▼ -10%
Primary office
TAMPA FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
bayshorecap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SMITH, TREADY, ARTHUR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SMITH, TREADY, ARTHUR
SMITH, THAYER, CHEATHAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BAYSHORECAP.COM
Rdap Domain Creation Date
2006-05-19T18:07:29Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001478747
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2009-12-23
Edgar Last Filing Date
2021-02-25
Edgar Form D Count
12
Edgar Form D Offerings
2021-02-252021-02-25 · 0001200876-21-000003
2020-02-262020-02-26 · 0001601543-20-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity63
E*trade4
Interactive Brokers3
Morgan Stanley3
Edgar Addresses
Mailing
1700 S. MACDILL AVE, SUITE 340TAMPA, FL 33629
Business
1700 S. MACDILL AVE, SUITE 340TAMPA, FL 33629
Edgar EIN
271446544
Edgar Recent Filings
D/A2021-02-25 · 0001200876-21-000003
D/A2020-02-26 · 0001601543-20-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-01T11:59:59Z
Rdap Domain Last Changed
2022-09-20T01:27:15Z
Rdap Nameservers
Ns47.domaincontrol.comNs48.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4357497
Trust Company Affiliate
Yes

People (3)

3
SMITH, TREADY, ARTHUR
Direct Owner · 87.5%
4357497
SMITH, THAYER, CHEATHAM
Direct Owner · 17.5%
6176944
SANDERS, CATHERINE, SMITH
Executive Officer · 2.5%
6039425