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Bayhawk Asset Management, LLC (Marietta)


Bayhawk Asset Management, LLC is an adviser based in Marietta. It manages $59.2 million of regulatory assets for 507 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Florida, Georgia, and 7 other states.

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Bayhawk Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and model portfolios on third party platforms. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bayhawk Asset Management: assets under management

The assets under management (AUM) of Bayhawk Asset Management, LLC is $59.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.77 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bayhawk Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Marietta

The principal office where Bayhawk Asset Management, LLC performs its advisory services is located at 13 West Park Square, Marietta, GA 30060, which is also the mailing address of the firm. An additional office of the firm is in Palmetto, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-537-2940 or by fax 404-865-3883. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at bayhawkllc.com.


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