Bayesian Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,350,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
26
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$321,154
About
Bayesian Investment Management advises individual and high-net-worth clients, small businesses, and employer-sponsored retirement plans, providing portfolio management focused on publicly traded equities, ETFs, and mutual funds. Services are offered on both discretionary and non-discretionary bases and the firm also provides fiduciary-style advisory services to 401(k) and similar retirement plans.
The firm applies technical and cyclical analysis and implements a mix of long-term holdings, shorter-term positions, and active trading, tailoring portfolios using an investor profile questionnaire and periodic account reviews. Trade execution is routed through a recommended custodian and the adviser regularly aggregates client orders into block trades; the firm does not accept proxy-voting responsibility and does not hold client custody.
Compared with many independent, single-advisor firms, Bayesian’s client mix is notable for including pension/profit-sharing plan clients and for having a greater portion of assets managed on a non-discretionary basis. Its small, boutique scale—managing a modest number of client relationships while combining plan-level advisory work and active trading strategies—is a distinguishing feature relative to typical peers.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
$0 - $499,999.99: 1.5% $500,000 - $1,000,000: 1.35% $1,000,000.01 - $3,000,000: 1.25% $3,000,000.01 - $5,000,000: 1.0% $5,000,000.01+: 0.75%
Main office location
Bayesian Investment Management
Roanoke VA, United States
Number of offices
1
Most active in
Bayesian Investment Management has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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