Bay Hill Capital Management Usa, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 287897 · · WWW.BAYHILLCAPM.COM

☆ Save with Pro ADV data as of Feb 23, 2026

Regulatory AUM: $63.4M
Discretionary: $63.4M
Clients: 87
Avg AUM / client: $729K
Accounts: 176
Employees: 1

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	27	$2.4M	3.75%
High net worth individuals	60	$61.1M	96.3%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan	Location	Plan year
United Airlines Pilot Retirement Account Plan United Airlines, Inc.		2024

People (1)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Charles J Burns	Registered representative		Apr 2017 (9y)

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.

Retirement plans served (1)

Plan	Sponsor	Participants	Plan assets	As of
United Airlines Pilot Retirement Account Plan	United Airlines, Inc.	17,444	$16.8B	01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	02/23/2026	1.01 MB	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

Services

• Financial planning services
• Portfolio management for individuals/small businesses

Custody

Reported custodians

Charles Schwab & Co. $63.4M (100% of AUM) Feb 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have 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: Feb 23, 2026.

View current Form ADV (SEC/IAPD) ↗