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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

BIP ALLIANCE, LLC

CRD 330528

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fac5e56-eea1-5427-d9ff-cb056a73e755

Data as of Mar 28, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 8
On other graphs: 0
Observed: Mar 7, 2024 to Mar 28, 2025
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $328MItem 5.F on the latest filing (2025-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $270M
Private client RAUM: $292MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 661
Individual clients: 135
High net worth clients: 88
SEC number: 801-129846
CRD: 330528
Filings on the tape: 7
First filed: Mar 7, 2024
Latest filed: Mar 28, 2025
Organised: Limited Liability Company, DE
Website: bipwealth.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Alford, Darrick, Harper	CFO / CCO	Na	yes	02/2024	Mar 7, 2024	Oct 10, 2024
BIP ALLIANCE HOLDINGS, LLC	Owner	E	yes	02/2024	Mar 7, 2024	Oct 10, 2024
BIP MANAGING PARTNER, LLC	Owner	D	yes	05/2007	Mar 7, 2024	Oct 10, 2024
BIP VENTURES WEALTH ALLIANCE EQUITY I, LLC	Owner	C	yes	05/2024	Oct 10, 2024	Oct 10, 2024
BIP WEALTH, LLC	Owner	D	yes	02/2024	Mar 7, 2024	Oct 10, 2024
BUFFINGTON, MARK, ANDREW	Member	D	yes	05/2007	Mar 7, 2024	Oct 10, 2024
CRAMER, ERIC, ARNOLD	Cio	Na	yes	02/2024	Mar 7, 2024	Oct 10, 2024
HARRIS, WILLIAM, JOSEPH	Ceo	Na	yes	02/2024	Mar 7, 2024	Oct 10, 2024
HARRIS, WILLIAM, JOSEPH	Member	D	yes	05/2007	Mar 7, 2024	Oct 10, 2024
Smith, Nathan, Alan	Coo	Na	yes	02/2024	Mar 7, 2024	Oct 10, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BIP WEALTH, LLC	n/a	Independent wealth	$5.3B	Y	no	n/a
BIP CAPITAL, LLC	n/a	Asset manager	$1.3B	N	yes	n/a
BIP CAPITAL MANAGEMENT SERVICES, LLC	n/a	Asset manager	$345M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Columbus	Ga	United States	5	no
Alpharetta	Ga	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 28, 2025	$328M	$270M	5	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	0	0	3	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$328M	n/a	n/a	n/a	n/a	5	n/a	2	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BIP WEALTH, LLC	2	Dec 8, 2025	Jul 7, 2025	COLUMBUS, GA	Team lift out	RIA to RIA	66.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THE MONEY ADVISOR GROUP, LLC	2	Mar 27, 2025	Aug 15, 2024	COLUMBUS, GA	Team lift out	RIA to RIA	100.0%

Relationships

Affiliated with (3)

→ BIP WEALTH, LLCRegistered adviserother investment adviser, control
factForm ADV
→ BIP CAPITALRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ BIP CAPITAL MANAGEMENT SERVICES, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Registered with (4)

← JAMES ROBERT MONEYAdvisorregistration: previous registration
Aug 15, 2024 to Dec 8, 2025factForm ADV
← PAUL TIMOTHY MONEYAdvisorregistration: previous registration
Jul 23, 2024 to Dec 8, 2025factForm ADV
← Matthew HandAdvisorregistration: previous registration
Jun 26, 2024 to Dec 8, 2025factForm ADV
← TYLER DAKOTA DIVYESH KUMARAdvisorregistration: previous registration
Jul 10, 2024 to Jun 12, 2025factForm ADV

Moved with (2)

→ BIP WEALTH, LLCRegistered adviser2 advisors, team lift out, same day
Dec 8, 2025 to Jul 7, 2025factForm ADV
← THE MONEY ADVISOR GROUP, LLCRegistered adviser2 advisors, team lift out, same day
Mar 27, 2025 to Aug 15, 2024factForm ADV

Controls (9)

← BIP WEALTH, LLCOwnerOWNER, ownership code D, domestic entity
Mar 7, 2024 to Oct 10, 2024factForm ADV
← HARRIS, WILLIAM, JOSEPHOwnerMEMBER, ownership code D, individual
Mar 7, 2024 to Oct 10, 2024factForm ADV
← CRAMER, ERIC, ARNOLDOwnerCIO, ownership code NA, individual
Mar 7, 2024 to Oct 10, 2024factForm ADV
← BUFFINGTON, MARK, ANDREWOwnerMEMBER, ownership code D, individual
Mar 7, 2024 to Oct 10, 2024factForm ADV
← Alford, Darrick, HarperOwnerCFO / CCO, ownership code NA, individual
Mar 7, 2024 to Oct 10, 2024factForm ADV
← Smith, Nathan, AlanOwnerCOO, ownership code NA, individual
Mar 7, 2024 to Oct 10, 2024factForm ADV
← BIP ALLIANCE HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Mar 7, 2024 to Oct 10, 2024factForm ADV
← BIP MANAGING PARTNER, LLCOwnerOWNER, ownership code D, domestic entity
Mar 7, 2024 to Oct 10, 2024factForm ADV
← BIP VENTURES WEALTH ALLIANCE EQUITY I, LLCOwnerOWNER, ownership code C, domestic entity
Oct 10, 2024 to Oct 10, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 8, 2025
Team lift-out
2 advisors left Bip Alliance, LLC (Columbus, GA) for Bip Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 8, 2025
Advisor changed firm
Paul Timothy Money left Bip Alliance, Llc for Bip Wealth, Llc (registered 2025-07-07)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2025
Advisor changed firm
James Robert Money left Bip Alliance, Llc for Bip Wealth, Llc (registered 2025-06-12)
Form ADVobserved 5 days ago
Occurred
Dec 8, 2025
Advisor departed, no destination yet
Matthew Hand no longer registered at Bip Alliance, Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Jun 12, 2025
Advisor changed firm
Tyler Dakota Divyesh Kumar left Bip Alliance, Llc for Quotient Wealth Partners, Llc (registered 2025-10-02)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2025
Team lift-out
2 advisors left The Money Advisor Group, LLC (Columbus, GA) for Bip Alliance, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 7, 2024
First Form ADV filing
Bip Alliance, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Bip Alliance, Llc no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $328.1M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fac5e56-eea1-5427-d9ff-cb056a73e755
First observed: Mar 7, 2024
Last observed: Mar 28, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BIP ALLIANCE, LLC

CRD 330528

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fac5e56-eea1-5427-d9ff-cb056a73e755

Data as of Mar 28, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:43 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Alford, Darrick, Harper

CFO / CCO

yes

02/2024

Mar 7, 2024

Oct 10, 2024

BIP ALLIANCE HOLDINGS, LLC

Owner

yes

02/2024

Mar 7, 2024

Oct 10, 2024

BIP MANAGING PARTNER, LLC

Owner

yes

05/2007

Mar 7, 2024

Oct 10, 2024

BIP VENTURES WEALTH ALLIANCE EQUITY I, LLC

Owner

yes

05/2024

Oct 10, 2024

BIP WEALTH, LLC

Owner

yes

02/2024

Mar 7, 2024

Oct 10, 2024

BUFFINGTON, MARK, ANDREW

Member

yes

05/2007

Mar 7, 2024

Oct 10, 2024

CRAMER, ERIC, ARNOLD

Cio

yes

02/2024

Mar 7, 2024

Oct 10, 2024

HARRIS, WILLIAM, JOSEPH

Ceo

yes

02/2024

Mar 7, 2024

Oct 10, 2024

HARRIS, WILLIAM, JOSEPH

Member

yes

05/2007

Mar 7, 2024

Oct 10, 2024

Smith, Nathan, Alan

Coo

yes

02/2024

Mar 7, 2024

Oct 10, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BIP WEALTH, LLC

n/a

Independent wealth

$5.3B

n/a

BIP CAPITAL, LLC

n/a

Asset manager

$1.3B

yes

n/a

BIP CAPITAL MANAGEMENT SERVICES, LLC

n/a

Asset manager

$345M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Columbus

United States

Alpharetta

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 28, 2025

$328M

$270M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$328M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BIP WEALTH, LLC

Dec 8, 2025

Jul 7, 2025

COLUMBUS, GA

Team lift out

RIA to RIA

66.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THE MONEY ADVISOR GROUP, LLC

Mar 27, 2025

Aug 15, 2024

COLUMBUS, GA

Team lift out

RIA to RIA

100.0%