Biscayne Advisors, Inc. is an adviser based in Dallas. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of Florida and Texas.
Biscayne Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Biscayne Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Alonzo Walton has been acting as President since 1 Aug 1995. John Edward Carlson joined the executive team most recently as the Executive Vice President.
The principal office where Biscayne Advisors, Inc. performs its advisory services is located at 2911 Turtle Creek Blvd., Dallas, TX 75219 The mailing address of the firm is P.O. Box 192687, Dallas, TX 75219. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-219-1416 or by fax 214-219-1917. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.