Bayworth Capital is a boutique wealth advisory firm based in Chicago, serving high-net-worth families, executives, business owners, and individuals seeking coordinated financial guidance. The firm emphasizes fee-based fiduciary advice, direct access to senior advisors, and personalized attention for a deliberately limited client base. Its approach starts with clients’ goals and connects investment, tax, estate, income, and business decisions within a comprehensive financial strategy.

Services include disciplined, risk-managed investment management, proactive tax planning, sustainable income planning, estate and legacy planning, business advisory and succession planning, and executive and family office support. The firm also helps clients navigate equity compensation, concentrated positions, philanthropy, business exits, and generational planning. Bayworth offers educational resources and free tools, including a Roth conversion calculator, an exit readiness assessment, and guides for business owners.

Using data, analytics, and customized strategies, Bayworth aims to clarify complex financial choices and support informed decisions. Bayworth Capital is the public-facing name of Xceed Capital Management, LLC, an investment adviser registered in Illinois, Texas, Indiana, and California.