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SEC-registered adviser

B••••• I••••••••• G••••

Independent wealth managerWest Lafayette, IndianaCRD 109650SEC 801-79396website IAPD

Legal name B••••• I••••••••• G•••• I••

Latest filing Mar 31, 2026

First filing on the tape Feb 16, 2012 · 23 filings

SEC status approved since Mar 24, 2014

RAUM

$260M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

99%

$259M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$86.7M

derived; firm RAUM over IAPD count

Employees

3 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

23 filings and snapshots on the tape

RAUM$260M as of Mar 31, 2026

Feb 16, 2012$71.0M then

HNW client RAUM$173M as of Mar 31, 2026

Mar 22, 2018$108M then

State-registered IARs (5.B.3)3 as of Mar 31, 2026

Feb 16, 20120 then

Employees (5.A)4 as of Mar 31, 2026

Mar 4, 20153 then

Private funds: no history

RAUM +0.2% over the last fiscal year+5.0% a year over threeIARs 3 to 3

Practice profile

derived from the filing of Mar 31, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $86.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 156derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.8MderivedHNW RAUM over HNW clients
Average account: $273,332derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.3derivedItem 5.A over advisors
Advisors per office: 3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +0.2%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +6.4%derived
Compensation: percentage of assetsreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$173M66%
Individuals$85.8M33%
Pension and profit-sharing plans$1.6M0.6%

Individual clients: 370reported
HNW clients: 97reported
Pension plan clients: 1reported
Charitable clients: n/areported
Accounts: 952reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUMreported
Class basis: private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

3 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
W•••••• G•••••• B•••••	West Lafayette, In	Feb 6, 2012	40 y	0
J••••• M•••••• L••••••	West Lafayette, In	Nov 29, 2016	19 y	1
S••• A••• P•••••	West Lafayette, In	Jan 10, 2017	13 y	1

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

S••• A••• P••••• from P•••• S••••••••• L••
Jan 10, 2017 · Other
J••••• M•••••• L•••••• from P•••• S••••••••• L••
Nov 29, 2016 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

B•••••• W••••••• G•••••• · President, Director & Chief Compliance Officercontrol
since 01/1998 · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
West Lafayette, In · principal	3	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 966 to 952
Mar 31, 2025 to Mar 31, 2026
HNW clients · 99 to 97
Mar 31, 2025 to Mar 31, 2026
Individual clients · 340 to 370
Mar 31, 2025 to Mar 31, 2026
Discretionary RAUM · $260M to $260M
Mar 31, 2025 to Mar 31, 2026
HNW RAUM · $169M to $173M
Mar 31, 2025 to Mar 31, 2026
Individual RAUM · $89.1M to $85.8M
Mar 31, 2025 to Mar 31, 2026
Pension RAUM · $1.3M to $1.6M
Mar 31, 2025 to Mar 31, 2026
RAUM · $260M to $260M
Mar 31, 2025 to Mar 31, 2026
Accounts · 945 to 966
Mar 27, 2024 to Mar 31, 2025
HNW clients · 102 to 99
Mar 27, 2024 to Mar 31, 2025
Individual clients · 320 to 340
Mar 27, 2024 to Mar 31, 2025
Financial planning clients · unset to
Mar 27, 2024 to Mar 31, 2025
Discretionary RAUM · $258M to $260M
Mar 27, 2024 to Mar 31, 2025
HNW RAUM · $175M to $169M
Mar 27, 2024 to Mar 31, 2025
Individual RAUM · $81.7M to $89.1M
Mar 27, 2024 to Mar 31, 2025
Pension RAUM · $1.1M to $1.3M
Mar 27, 2024 to Mar 31, 2025
RAUM · $258M to $260M
Mar 27, 2024 to Mar 31, 2025
Accounts · 951 to 945
Mar 29, 2023 to Mar 27, 2024
HNW clients · 84 to 102
Mar 29, 2023 to Mar 27, 2024
Individual clients · 401 to 320
Mar 29, 2023 to Mar 27, 2024
Discretionary RAUM · $225M to $258M
Mar 29, 2023 to Mar 27, 2024
HNW RAUM · $157M to $175M
Mar 29, 2023 to Mar 27, 2024
Individual RAUM · $66.5M to $81.7M
Mar 29, 2023 to Mar 27, 2024
Pension RAUM · $906,792 to $1.1M
Mar 29, 2023 to Mar 27, 2024
RAUM · $225M to $258M
Mar 29, 2023 to Mar 27, 2024
Accounts · 873 to 951
Mar 30, 2022 to Mar 29, 2023
HNW clients · 79 to 84
Mar 30, 2022 to Mar 29, 2023
Individual clients · 371 to 401
Mar 30, 2022 to Mar 29, 2023
Discretionary RAUM · $228M to $225M
Mar 30, 2022 to Mar 29, 2023
HNW RAUM · $159M to $157M
Mar 30, 2022 to Mar 29, 2023
Individual RAUM · $68.3M to $66.5M
Mar 30, 2022 to Mar 29, 2023
Pension RAUM · $906,350 to $906,792
Mar 30, 2022 to Mar 29, 2023
RAUM · $228M to $225M
Mar 30, 2022 to Mar 29, 2023
Accounts · 851 to 873
Mar 18, 2021 to Mar 30, 2022
Advisory employees · 4 to 3
Mar 18, 2021 to Mar 30, 2022
HNW clients · 70 to 79
Mar 18, 2021 to Mar 30, 2022
Individual clients · 401 to 371
Mar 18, 2021 to Mar 30, 2022
Employees · 5 to 4
Mar 18, 2021 to Mar 30, 2022
State-registered IARs · 4 to 3
Mar 18, 2021 to Mar 30, 2022
Discretionary RAUM · $217M to $228M
Mar 18, 2021 to Mar 30, 2022

Signals

1 dated events

B••••• I••••••••• G•••• filed its initial SEC registration (Form ADV)
Mar 13, 2014 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/banker-investment-groupreportedpublic record, Form ADV, Sep 21, 2026
Website: b•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 765-497-0197reportedpublic record, Form ADV, Mar 31, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $86.7Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026