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•••••••• C•••••• P•••••••
Legal name B•••••••• C•••••• A••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Feb 3, 2026 · 2 filings
SEC status approved since Feb 5, 2026
RAUM
$4.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
35
14 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$4.2B as of Mar 30, 2026
Feb 3, 2026$4.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Feb 3, 20260 then
Employees (5.A)35 as of Mar 30, 2026
Feb 3, 202635 then
Private funds9 as of Mar 30, 2026
Feb 3, 20269 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $466MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $4.2B, 9 clientsreportedItem 9.A
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.2B for 9 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••••••• A•••• K•••• · Managing Partnercontrolsince 09/2021 · owns less than 5%
- C•••••••• A•••••• N•••••• · Elected Managercontrolsince 05/2024 · owns less than 5%
- D•••••• F••••• · Partnercontrolsince 09/2021 · owns less than 5%
- P••••••• B•••••••• L••••• · Partnercontrolsince 09/2021 · owns less than 5%
- S••••••••• L•••• A••••••• · Elected Managercontrolsince 05/2024 · owns less than 5%
- Z•••• C••••••••• A••• · Elected Managercontrolsince 05/2024 · owns less than 5%
- M••• A••••• · General Counsel & Ccosince 11/2021 · owns less than 5%
- R••••••••• K••••• J••• · Chief Financial Officersince 02/2025 · owns less than 5%
Entity owners
- R•••••••• C•••••• L•• · Memberdirect · owns 75% or more
- C•• I••••••••• 2••• L• · Memberdirect · owns 10% to 25%
- R•• A••••••• 2• L•• · Memberdirect · owns less than 5%
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Business name · B•••••••• C•••••• A••••••• L•• to B•••••••• C•••••• P•••••••Feb 3, 2026 to Mar 30, 2026
- Assets in custody · $4.3B to $4.2BFeb 3, 2026 to Mar 30, 2026
- Discretionary RAUM · $4.3B to $4.2BFeb 3, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $4.3B to $4.2BFeb 3, 2026 to Mar 30, 2026
- RAUM · $4.3B to $4.2BFeb 3, 2026 to Mar 30, 2026
Signals
1 dated events
- Christopher Alan Zook, registered through C•• I••••••••• L••• (Houston, TX), is a direct owner of B•••••••• C•••••• P•••••••, an adviser first registered 2026-02-03Feb 3, 2026 · Owner of a newly registered adviser · fact
Across DFX
shared identifiers only, never a name match
- B•••••••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- B•••••••• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bonaccord-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- bonaccordcapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 332-322-3220reportedpublic record, Form ADV, Mar 30, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026