Biscayne Advisors, Inc. (Dallas)

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.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Biscayne Advisors, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Alonzo Walton	Chairman/ceo	1 Aug 1995	50% - 75%	1219265
Walton Johnson Group	Shareholder	1 Aug 1995	75% - 100%	75-2338949
Ernestine Hall Mckay	Vice president	1 Dec 1999	Other	4300398
Margarita Victoria Fernandez	Vice president	1 Dec 1999	Other	2588043
John Alonzo Walton	Chief compliance officer	1 Dec 1999	Other	1219265
John Edward Carlson	Executive vice president	1 Jul 2004	Other	1435067

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Alonzo Walton	Shareholder	1 May 1989	50% - 75%	1219265
William E Mays	Shareholder/walton johnson group	1 Feb 1990	25% - 50%	2134388

Based in Dallas

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.