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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 803-799-6850 or by fax 803-779-7408. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday.