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CRD 226578
COLUMBUS, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MONEY, JAMES, ROBERT | CHIEF COMPLIANCE OFFICER, OPERATIONS MANAGER | Na | yes | 05/2015 | Apr 25, 2017 | Mar 26, 2024 |
| MONEY, PAUL, TIMOTHY | MANAGING MEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER | E | yes | 12/2001 | Apr 25, 2017 | Mar 26, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 26, 2024 | $281M | $229M | 4 | 3 | 0 | n/a | n/a |
| 2022 | Mar 29, 2023 | $247M | $197M | 4 | 3 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $247M | $198M | 4 | 3 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $274M | $221M | 5 | 3 | 1 | n/a | n/a |
| 2019 | Mar 19, 2020 | $174M | $132M | 3 | 2 | 0 | n/a | n/a |
| 2018 | Mar 26, 2019 | $152M | $126M | 4 | 2 | 0 | n/a | n/a |
| 2017 | Mar 22, 2018 | $134M | $105M | 4 | 2 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $281M | $247M | 13.4% | $274M | 0.8% | 4 | 4 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| BIP ALLIANCE, LLC | 2 | Mar 27, 2025 | Aug 15, 2024 | COLUMBUS, GA | Team lift out | RIA to RIA | 100.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2 | Jul 16, 2015 | Jul 20, 2015 | COLUMBUS, GA | Team lift out | Other | 0.1% |