DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••• A•••• M••••••••• L••
Latest filing Mar 10, 2026
First filing on the tape Mar 16, 2012 · 27 filings
SEC status approved since Apr 7, 2003
RAUM
$269M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
93%
$250M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$53.7M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$269M as of Mar 10, 2026
Mar 16, 2012$109M then
HNW client RAUM$250M as of Mar 10, 2026
Mar 14, 2018$94.5M then
State-registered IARs (5.B.3)0 as of Mar 10, 2026
Mar 16, 20120 then
Employees (5.A)5 as of Mar 10, 2026
Mar 15, 20133 then
Private funds: no history
RAUM +24% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 10, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- RAUM per advisor
- $53.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $1.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 7.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 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$250M93%
- Pension and profit-sharing plans$18.8M7.0%
- Individual clients
- n/areported
- HNW clients
- 166reported
- Pension plan clients
- 2reported
- Charitable clients
- n/areported
- Accounts
- 166reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••••• T••••• B•••• | Kingston, Nj | Nov 21, 2003 | 34 y | 1 |
| A••••• P••• E••••Certified Financial Planner | Kingston, Nj | Nov 28, 2007 | 42 y | 2 |
| Z••••••• C••• | Kingston, Nj | Dec 28, 2015 | 12 y | 0 |
| B•••• J••• A•••• | Kingston, Nj | Jan 22, 2020 | 40 y | 0 |
| B•••••• T••••• B•••• | Kingston, Nj | Jun 23, 2025 | 10 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 20% of current headcount1 left over 36 months
Left, latest
- J•••• N• R••• to D••••• • B•••• I••••••••• A••••••• L••Sep 4, 2026 · RIA to RIA
Joined, latest
- A••••• P••• E•••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Nov 28, 2007 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• B••••••• T••••• · Managing Member / Chief Compliance Officercontrolsince 01/1999 · 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 |
|---|---|---|---|---|---|
| Kingston, Nj · principal | 5 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 6 to 5Feb 10, 2026 to Mar 10, 2026
- Employees · 6 to 5Feb 10, 2026 to Mar 10, 2026
- Accounts · 155 to 166Nov 19, 2025 to Feb 10, 2026
- Advisory employees · 5 to 6Nov 19, 2025 to Feb 10, 2026
- HNW clients · 153 to 166Nov 19, 2025 to Feb 10, 2026
- Employees · 5 to 6Nov 19, 2025 to Feb 10, 2026
- Discretionary RAUM · $216M to $269MNov 19, 2025 to Feb 10, 2026
- HNW RAUM · $200M to $250MNov 19, 2025 to Feb 10, 2026
- Pension RAUM · $16.7M to $18.8MNov 19, 2025 to Feb 10, 2026
- RAUM · $216M to $269MNov 19, 2025 to Feb 10, 2026
- Accounts · 149 to 155Apr 29, 2024 to Feb 12, 2025
- HNW clients · 146 to 153Apr 29, 2024 to Feb 12, 2025
- Financial planning clients · unset to Apr 29, 2024 to Feb 12, 2025
- Discretionary RAUM · $211M to $216MApr 29, 2024 to Feb 12, 2025
- HNW RAUM · $178M to $200MApr 29, 2024 to Feb 12, 2025
- Pension RAUM · $14.0M to $16.7MApr 29, 2024 to Feb 12, 2025
- RAUM · $211M to $216MApr 29, 2024 to Feb 12, 2025
- Accounts · 142 to 149Mar 2, 2023 to Feb 14, 2024
- HNW clients · 139 to 146Mar 2, 2023 to Feb 14, 2024
- Employees · 6 to 5Mar 2, 2023 to Feb 14, 2024
- Discretionary RAUM · $181M to $211MMar 2, 2023 to Feb 14, 2024
- HNW RAUM · $156M to $178MMar 2, 2023 to Feb 14, 2024
- Pension RAUM · $12.8M to $14.0MMar 2, 2023 to Feb 14, 2024
- RAUM · $181M to $211MMar 2, 2023 to Feb 14, 2024
- Accounts · 138 to 142Nov 4, 2022 to Mar 2, 2023
- Advisory activities · 3 to 2Nov 4, 2022 to Mar 2, 2023
- HNW clients · 135 to 139Nov 4, 2022 to Mar 2, 2023
- Employees · 5 to 6Nov 4, 2022 to Mar 2, 2023
- Discretionary RAUM · $217M to $181MNov 4, 2022 to Mar 2, 2023
- HNW RAUM · $183M to $156MNov 4, 2022 to Mar 2, 2023
- Pension RAUM · $14.5M to $12.8MNov 4, 2022 to Mar 2, 2023
- RAUM · $217M to $181MNov 4, 2022 to Mar 2, 2023
- Accounts · 131 to 138Sep 15, 2021 to Mar 14, 2022
- HNW clients · 129 to 135Sep 15, 2021 to Mar 14, 2022
- Pension plan clients · 1 to 2Sep 15, 2021 to Mar 14, 2022
- HQ city · PRINCETON to KINGSTONSep 15, 2021 to Mar 14, 2022
- Discretionary RAUM · $176M to $217MSep 15, 2021 to Mar 14, 2022
- HNW RAUM · $135M to $183MSep 15, 2021 to Mar 14, 2022
- Pension RAUM · $7.3M to $14.5MSep 15, 2021 to Mar 14, 2022
- RAUM · $176M to $217MSep 15, 2021 to Mar 14, 2022
Signals
1 dated events
- J•••• N• R••• left B•••• A•••• M••••••••• L•• for D••••• • B•••• I••••••••• A••••••• L•• (registered 2026-03-30)Sep 4, 2026 · Advisor changed firm · 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
- Business phone
- 609-497-1770reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 609-497-1776reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 609-497-1776reportedpublic record, Form ADV, Mar 10, 2026
- Contact form
- byrneasset.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- byrneasset.com/our-teamreportedpublished by the firm, firm site, Sep 15, 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
- $53.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026