Eagle Bay Advisors Llc
- Regulatory AUM
- $681M
- Discretionary
- $681M
- Clients
- 50
- Avg AUM / client
- $13.6M
- Accounts
- 475
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 15, 2026
Investments (13F portfolio — 127 positions, $113,331,785)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc (Aapl) | Stock | $9,884,383 | 38,947 | 8.72% | 1.45% |
| 2 | Tesla Inc (Tsla) | Stock | $9,221,282 | 24,805 | 8.14% | 1.35% |
| 3 | I Shares Select Dividend Etf (Dvy) | ETF | $5,861,081 | 38,710 | 5.17% | 0.86% |
| 4 | Capital Group New Geography (Ccng) | ETF | $4,787,622 | 151,651 | 4.22% | 0.7% |
| 5 | Eaton Vance Mortgage Opportunities Etf (Evmo) | ETF | $3,268,547 | 64,670 | 2.88% | 0.48% |
| 6 | I Shares Core S&P 500 Etf (Ivv) | ETF | $3,150,432 | 4,823 | 2.78% | 0.46% |
| 7 | Microsoft Corp (Msft) | Stock | $3,125,545 | 8,444 | 2.76% | 0.46% |
| 8 | Exxon Mobil Corp (Xom) | Stock | $2,924,516 | 17,238 | 2.58% | 0.43% |
| 9 | Alphabet Inc (Goog) | Stock | $2,564,330 | 8,939 | 2.26% | 0.38% |
| 10 | Nvidia Corporation (Nvda) | Stock | $2,321,804 | 13,312 | 2.05% | 0.34% |
| 11 | I Shares Russell 1000 Etf (Iwb) | ETF | $2,308,013 | 6,473 | 2.04% | 0.34% |
| 12 | Vanguard Ftse Developed Markets Etf (Vea) | ETF | $2,173,202 | 33,914 | 1.92% | 0.32% |
| 13 | Berkshire Hathaway Inc (Brk B) | Stock | $2,102,845 | 4,388 | 1.86% | 0.31% |
| 14 | Alphabet Inc (Googl) | Stock | $1,885,722 | 6,558 | 1.66% | 0.28% |
| 15 | Vanguard S&P 500 Etf (Voo) | ETF | $1,876,449 | 3,140 | 1.66% | 0.28% |
| 16 | Vanguard Global Ex Us Real Estate Etf (Vnqi) | ETF | $1,857,954 | 41,799 | 1.64% | 0.27% |
| 17 | Abb Vie Inc (Abbv) | Stock | $1,790,120 | 8,231 | 1.58% | 0.26% |
| 18 | Invesco Qqq Trust (Qqq) | ETF | $1,500,668 | 2,600 | 1.32% | 0.22% |
| 19 | Fidelity Msci Real Estate Etf (Frel) | ETF | $1,470,779 | 54,655 | 1.3% | 0.22% |
| 20 | Amazon.Com Inc (Amzn) | Stock | $1,460,592 | 7,013 | 1.29% | 0.21% |
| 21 | The Coca Cola Company (Ko) | Stock | $1,338,178 | 17,474 | 1.18% | 0.2% |
| 22 | Amphenol Corp (Aph) | Stock | $1,215,107 | 9,598 | 1.07% | 0.18% |
| 23 | Vanguard Growth Etf (Vug) | ETF | $1,167,103 | 2,672 | 1.03% | 0.17% |
| 24 | Pnc Financial Services Group (Pnc) | Stock | $1,140,541 | 5,481 | 1.01% | 0.17% |
| 25 | Vanguard Ftse Emerging Markets Etf (Vwo) | ETF | $1,099,811 | 20,348 | 0.97% | 0.16% |
Top 25 of 127 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $5.6M | 0.82% |
| High net worth individuals | 37 | $675M | 99.2% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael David Nelson | Chief Executive Officer And Chief Investment Officer | CFA | Jun 2015 (11y) | 50% – 75% |
| Cynthia Ann Curtis Nelson | Chief Compliance Officer, Chief Operating Officer | Sep 2021 (5y) | Less than 5% | |
| Neubert, David, Louis Cleary | Partner | Feb 2023 (4y) | 10% – 25% | |
| George Crossan Seybolt | Registered representative | Sep 2021 (5y) | ||
| Timothy Butler Macguire | Registered representative | Feb 2023 (3y) | ||
| Joshua Leon Beckerman | Registered representative | Mar 2023 (3y) | ||
| David Zale | Registered representative | CFA | Jun 2023 (3y) | |
| Gladys Soonsi Chow | Registered representative | Aug 2024 (2y) | ||
| Julie Lynn Shah | Registered representative | Oct 2024 (2y) | ||
| Kyle Barton Keir | Registered representative | Oct 2024 (2y) | ||
| Jean Andre Frederic Corpuz | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $342M (50% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗