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CRD 143208
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WILLIAM JOSEPH HARRIS | Certified Financial Planner | ATLANTA, GA | Alpharetta, GA | 19 | 34 | 2 | no |
| FORREST IVEY ROBERTSON | Certified Financial Planner | ATLANTA, GA | 17 | 34 | 2 | no |
| DENNIS A. BOOKER | n/a | ALPHARETTA, GA | ATLANTA, GA | 16 | 26 | 2 | no |
| KAREN LEE CHERMAK | n/a | ATLANTA, GA | Atlanta, GA | 15 | 30 | 1 | no |
| ERIC ARNOLD CRAMER | Certified Financial Planner|Chartered Financial Analyst | ATLANTA, GA | 14 | 28 | 1 | no |
| MARCIA MARIE MAYOUE | Certified Financial Planner|Chartered Financial Analyst | ATLANTA, GA | 14 | 37 | 3 | no |
| JOHN MARVIN RAY | n/a | ATLANTA, GA | Alpharetta, GA | 12 | 19 | 3 | no |
| LORI LYNN BOYKIN | n/a | ATLANTA, GA | Bradenton, FL | 11 | 28 | 1 | no |
| TAYLOR NOLAN WILLIAMS | Certified Financial Planner | ATLANTA, GA | 11 | 28 | 4 | no |
| MICHAEL SCOTT BROCKER | Certified Financial Planner | ATLANTA, GA | 11 | 12 | 1 | no |
| JOHN PHILLIP SCOTT | Certified Financial Planner|Chartered Financial Analyst | Alpharetta, GA | ATLANTA, GA | 11 | 23 | 3 | no |
| THOMAS EDWARD DAY | Chartered Financial Analyst | Atlanta, GA | ATLANTA, GA | 9 | 20 | n/a | no |
| ARON ROBERT RIDDLE | Certified Financial Planner | ATLANTA, GA | 9 | 22 | 2 | no |
| Michel Cowdery | n/a | ATLANTA, GA | 8 | 23 | 8 | no |
| KYLE ALLEN SCHMIDT | Certified Financial Planner | ATLANTA, GA | Alpharetta, GA | 8 | 14 | 5 | no |
| XAVIER ABRAHAM HERSCHBERG | n/a | ATLANTA, GA | Alpharetta, GA | 6 | 11 | n/a | no |
| Michael Fred Sorrow | n/a | ATLANTA, GA | 6 | 29 | n/a | no |
| Mark Allen Parker | n/a | Nashville, TN | ATLANTA, GA | 5 | 34 | n/a | no |
| ANDREW LEE BUNCH | Certified Financial Planner | ATLANTA, GA | 5 | 22 | 5 | no |
| JEFFREY SCOTT GROSSMAN | Chartered Financial Analyst | Atlanta, GA | ATLANTA, GA | 5 | 12 | n/a | no |
| JOHN HESTER | Certified Financial Planner | Scottsdale, AZ | ATLANTA, GA | 5 | 10 | 2 | no |
| ASHLEY LYNN ARRINGTON | Certified Financial Planner | ATLANTA, GA | Nashville, TN | 4 | 14 | 3 | no |
| Mason Lee Porritt | n/a | ATLANTA, GA | Nashville, TN | 4 | 14 | 1 | no |
| ROSS ALLEN HUGHES | Certified Financial Planner | Alpharetta, GA | ATLANTA, GA | 3 | 16 | 2 | no |
| Andrew Malone | Certified Financial Planner | ATLANTA, GA | Alpharetta, GA | 3 | 15 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BIP BAY POINT FUND I-QP, LLC | Private Equity Fund | $8.1M | Jun 22, 2026 | 46 | Mar 30, 2023 | reported | 021-474200 |
| BIP BAY POINT FUND I - AI, LLC | Private Equity Fund | $1.8M | Jun 22, 2026 | 15 | Mar 30, 2023 | reported | 021-474158 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BIP MANAGING PARTNER, LLC | Member | C | yes | 05/2007 | Jun 22, 2026 | Jun 22, 2026 |
| CRAMER, ERIC, ARNOLD | Cio | Na | yes | 05/2011 | Jun 22, 2026 | Jun 22, 2026 |
| HARRIS, WILLIAM, JOSEPH | CO- FOUNDER | Na | yes | 05/2007 | Jun 22, 2026 | Jun 22, 2026 |
| Meredith, Duncan, Montgomery | Cto | Na | yes | 02/2022 | Jun 22, 2026 | Jun 22, 2026 |
| Smith, Nathan, Alan | Coo | Na | yes | 06/2019 | Jun 22, 2026 | Jun 22, 2026 |
| Alford, Darrick, Harper | CFO / CCO | Na | yes | 06/2022 | Mar 30, 2023 | Nov 19, 2024 |
| BUFFINGTON, MARK, ANDREW | Member | D | yes | 05/2007 | Mar 30, 2012 | Nov 19, 2024 |
| HARRIS, WILLIAM, JOSEPH | Member | D | yes | 05/2007 | Mar 30, 2012 | Nov 19, 2024 |
| BIP ADVISOR HOLDINGS, LLC | Member | B | no | 10/2025 | Jun 22, 2026 | Jun 22, 2026 |
| CWC ORION INVESTOR, LLC | Member | B | no | 02/2026 | Jun 22, 2026 | Jun 22, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| 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 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Alpharetta | Ga | United States | 7 | no |
| Nashviille | Tn | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 17, 2026 | $5.3B | $4.1B | 88 | 48 | 4 | 2 | n/a |
| 2024 | Mar 27, 2025 | $3.4B | $2.2B | 63 | 27 | 2 | 2 | n/a |
| 2023 | Mar 27, 2024 | $2.8B | $1.8B | 57 | 27 | 2 | 2 | $9.6M |
| 2022 | Mar 30, 2023 | $2.3B | $1.5B | 49 | 21 | 2 | 2 | $8.9M |
| 2021 | Mar 31, 2022 | $2.2B | $1.5B | 39 | 20 | 1 | n/a | n/a |
| 2020 | Mar 31, 2021 | $1.6B | $1.2B | 29 | 18 | 1 | n/a | n/a |
| 2019 | Mar 31, 2020 | $1.3B | $969M | 26 | 15 | 1 | n/a | n/a |
| 2018 | Feb 28, 2019 | $949M | $735M | 20 | 13 | 1 | n/a | n/a |
| 2017 | Mar 30, 2018 | $864M | $705M | 23 | 19 | 1 | n/a | n/a |
| 2016 | Mar 20, 2017 | $658M | $565M | 22 | 17 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $552M | $487M | 21 | 14 | n/a | n/a | n/a |
| 2014 | Mar 24, 2015 | $463M | $409M | 12 | 11 | n/a | n/a | n/a |
| 2013 | Mar 14, 2014 | $464M | $345M | 10 | 10 | n/a | n/a | n/a |
| 2012 | Mar 25, 2013 | $350M | $282M | 11 | 6 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $258M | $235M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 11 | 0 | 11 | 0.0% | 4 | 0 | 0 | 16 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.3B | $3.4B | 57.2% | $2.3B | 31.8% | 88 | 63 | 4 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| RED TORTOISE | 3 | Jul 17, 2026 | Jun 23, 2026 | SANDY SPRINGS, GA | Firm absorbed | RIA to RIA | 100.0% |
| STRATEGIC BLUEPRINT, LLC | 2 | Apr 1, 2026 | Apr 28, 2026 | PEACHTREE CORNERS, GA | Team lift out | RIA to RIA | 3.5% |
| STRATEGIC BLUEPRINT, LLC | 4 | Dec 31, 2025 | Oct 2, 2025 | PEACHTREE CORNERS, GA | Team lift out | RIA to RIA | 6.6% |
| BIP ALLIANCE, LLC | 2 | Dec 8, 2025 | Jul 7, 2025 | COLUMBUS, GA | Team lift out | RIA to RIA | 66.7% |