Big-Firm Expertise.
Boutique-Level Care.
Personalized wealth advisory for individuals, executives and business owners who expect more - more clarity, more attention and more trust.
Our Approach
We turn your goals into clear, customized strategies using data, analytics, and deep expertise - always prioritizing relationships over volume, so you have direct access to us whenever you need.
About Bayworth Capital
A boutique advisory firm with robust capabilities.
Bayworth Capital was built for clients who want more than the status quo. We serve a deliberately limited number of clients, so each relationship gets the attention, discretion, and strategy it deserves. No call centers. No junior reps. Just a team of seasoned fiduciaries managing every detail of your financial life.
Our Mission:
To serve as the most trusted financial partner to high-net-worth families and business executives, delivering clarity, confidence, and strategic guidance so they can focus on what matters most. We coordinate life’s most important financial decisions, investments, tax strategy, estate planning, and business strategy, under one roof, so our clients can delegate with confidence
What We Do
Integrated Wealth Strategy, Under One Roof
We simplify your financial life through seamless, coordinated services.
Investment Management
Disciplined, risk-managed portfolios with audited performance and proprietary strategies.
Tax Planning & Strategy
Proactive planning that aligns with your investments and goals to help reduce tax burdens.
Income Planning
Design sustainable income strategies that support your lifestyle and long-term financial security.
Estate & Legacy Planning
Ensure smooth wealth transfer and protect your legacy with purpose-driven planning.
Business Advisory & Succession
Maximize enterprise value, prepare for exit, and align business outcomes with personal wealth.
Executive & Family Office Services
Navigate equity compensation, concentrated positions, philanthropy, and generational planning.
Why Bayworth
Providing boutique-level attention with deep financial experience.
We turn your goals into clear, customized strategies using data, analytics, and deep expertise - always prioritizing relationships over volume, so you have direct access to us whenever you need.
- Boutique-Level Attention - fewer clients, deeper relationships, always accessible.
- Robust Expertise - proprietary strategies, independently audited results, no cookie-cutter advice.
- Total Coordination - All aspects of your financial life aligned by an integrated team.
- Clarity Over Complexity - We use data and analytics to drive decision-making, aligning every step with your goals. We simplifying complexity.
What clients should expect from us:
- Clarity, Confidence & Strategic Advantage - Informed decision-making powered by deep in-house expertise and proprietary analytics.
- Risk Mitigation & Capital Preservation - Disciplined investment management focused on protecting what you’ve built.
- A Private, Elite-Level Relationship - You get the discretion, access, and long-term alignment of a true advisory partner.
What Does it Look Like in Practice?
We’ve built something different, intentionally. Most firms offer scale. We offer precision, focus, and the opportunity to have peace of mind.
Our Approach & Services:
We turn your goals into clear, customized strategies using data, analytics, and deep expertise - always prioritizing relationships over volume, so you have direct access to us whenever you need. Through disciplined portfolio management, income planning, and tax planning with distribution strategies, our goal is to help you achieve lasting financial clarity and confidence.
Contact us
Telephone: (312) 778-7425
E-mail: contactus@bayworthcapital.com
Address: 875 N. Michigan Ave., Suite 3100, Chicago, IL 60611
Links
Disclosures
This website is a publication of Xceed Capital Management, LLC, dba Bayworth Capital. The firm is registered as an investment adviser with the States of Illinois, Texas, Indiana, and California, and only conducts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
Information presented is believed to be current but should not be considered personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a qualified professional advisor before implementing any strategies discussed. Content should not be construed as an offer to buy or sell any securities or as estate planning, legal, or tax advice. Always consult an attorney or tax professional regarding your specific situation.
Hyperlinks on this website are provided as a convenience. Xceed Capital Management, LLC, dba Bayworth Capital, is not responsible for the information, services, or products found on websites linked to ours.
All investment and insurance strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there is no guarantee that any specific investment or strategy will be suitable or profitable. There are no assurances that an investor’s portfolio will match or exceed any particular benchmark.
Insurance and annuity guarantees are subject to the claims-paying ability of the issuing insurance company. Withdrawals or surrenders made within a certain period after investing may be subject to surrender charges. Withdrawals may also be subject to tax penalties and income taxes.