Bayshore Capital Advisors, LLC

Bayshore Capital Advisors, LLC (CRD# 110209) is a financial advisory firm headquartered in Tampa, FL. They manage $237,352,312 in 43 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    237
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $5,519,821
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI, NY, TX

Financial Advisors at Bayshore Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Fran M. Coopersmith
CRD#: 2455466
West Palm Beach, FL
93
Wealthminder
score

Fran Coopersmith (CRD# 2455466) is an Investment Advisor Representative working at Bayshore Capital Advisors, LLC in West Palm Beach, FL and has over 11 years of experience in the finance industry.

2
Andrew D. Wethern
CRD#: 5706561
West Palm Beach, FL
93
Wealthminder
score

Andrew Wethern (CRD# 5706561) is an Investment Advisor Representative working at Bayshore Capital Advisors, LLC in West Palm Beach, FL and has over 8 years of experience in the finance industry.

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