DFX Intelligence

B••••••••• G•••• • A•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

B••••••••• G•••• • A•••••••••

B•••••••• AND G••••, INC., CRD 166911

ATLANTA, GA

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Search this name across graphsid dfx:ria:7c49aabb-0614-37e9-aaa6-51fc0fe913ff

Data as of Mar 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 16
On other graphs: 0
Observed: Jul 31, 2017 to Mar 27, 2024
26 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: $572M••• Locked
Discretionary RAUM: $572M
Private client RAUM: $457Mderived••• Locked
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 22

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• J••••• A•••••	CHIEF EXECUTIVE OFFICER	D	yes	08/2006	Jul 31, 2017	Mar 27, 2024
G••••• B•••••••	CHIEF FINANCIAL OFFICER	D	yes	08/2006	Jul 31, 2017	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••• W••••• A•••••••• I•••	n/a	Independent wealth	$1.6B	Y	yes	n/a
B•• T•••• I•••••••• A••••• L••	n/a	n/a	n/a	Y	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	2	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$572M	$365M	56.8%	$366M	16.1%	22	13	12	1

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
B••• W••••• A•••••••• I•••	2	Jun 17, 2024	Jun 4, 2024	JACKSONVILLE, FL	Team lift out	RIA to RIA	20.0%
B••• W••••• A•••••••• I•••	7	Jun 17, 2024	May 29, 2024

Relationships

Affiliated with (2)

← B••• W••••• A•••••••• I•••Registered adviserother investment adviser, common control
factForm ADV
→ B••• W••••• A•••••••• I•••Registered adviserother investment adviser, control, common control
factForm ADV

Controls (2)

← G••••• B•••••••OwnerCHIEF FINANCIAL OFFICER, ownership code D, individual
Jul 31, 2017 to presentfactForm ADV
← B••••••••• J••••• A•••••Owner

Dated events

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

Occurred
Jun 17, 2024
Firm absorbed
••• Locked
Form ADVobserved 7 days ago
8 advisors
Occurred
Jun 17, 2024
Team lift-out
••• Locked
Form ADVobserved 6 days ago
2 advisors
Occurred
Jun 17, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c49aabb-0614-37e9-aaa6-51fc0fe913ff
First observed: Jul 31, 2017
Last observed: Mar 27, 2024 30 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.