Bailey Delton Ovid Jr/Sc/ (Columbia)

Bailey Delton Ovid Jr/Sc/ is an adviser based in Columbia. It manages $27 million of regulatory assets for 192 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of North Carolina and South Carolina.

Bailey Delton Ovid Jr/Sc/ provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bailey Delton Ovid Jr/Sc/: assets under management

The assets under management (AUM) of Bailey Delton Ovid Jr/Sc/ is $27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140.63 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bailey Delton Ovid Jr/Sc/ for their services and products based on a percentage of assets under management and hourly charges. 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 Bailey Delton Ovid Jr/Sc/

Bailey Delton Ovid Jr/Sc/ is owned by Delton Ovid Bailey. Patricia Bailey joined the executive team most recently as the Designated Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Delton Ovid Bailey	Owner	1 Dec 1984	75% - 100%	4356511
Patricia Bailey	Person associated with investment advisor	1 Dec 2001	Other	4499582
Raymond Lee Bailey	Designated chief compliance officer	1 Jun 2004	Other	5029519
Patricia Bailey	Designated chief compliance officer	1 Sep 2006	Other	4499582
Patricia (None) Bailey	Chief compliance officer	1 Sep 2006	Other	4499582

Based in Columbia

The principal office where Bailey Delton Ovid Jr/Sc/ performs its advisory services is located at 1122 Lady Street, Suite 605, Columbia, SC 29201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.