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.

Former SEC-registered adviser

Bip Alliance, LLC

Former SEC-registered adviserAtlanta, GeorgiaCRD 330528SEC 801-129846websiteIAPD
Latest filing Mar 28, 2025
First filing on the tape Mar 7, 2024 · 7 filings
SEC status approved since Apr 5, 2024
RAUM
$328M
reported, Item 5.F
Discretionary
82%
of RAUM
Private clients
89%
$292M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$328M as of Mar 28, 2025
Jan 31, 2025$281M then
HNW client RAUM$244M as of Mar 28, 2025
Jan 31, 2025$200M then
State-registered IARs (5.B.3)4 as of Mar 28, 2025
Jan 31, 20254 then
Employees (5.A)5 as of Mar 28, 2025
Jan 31, 20255 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 28, 2025; every figure names its basis
RAUM per advisor
$82.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
56derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.8MderivedHNW RAUM over HNW clients
Average account
$496,413derivedRAUM over accounts (5.F.2.f)
Discretionary
82%derivedof RAUM
Institutional
9.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
1.3derived3 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, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminarsreportedItem 5.G
Wrap fee program
$259MreportedItem 5.I
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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$244M74%
  • Individuals$47.5M14%
  • Pension and profit-sharing plans$28.5M8.7%
  • Corporations and businesses$6.6M2.0%
  • Charitable organizations$1.1M0.3%
Individual clients
135reported
HNW clients
88reported
Pension plan clients
9reported
Charitable clients
3reported
Accounts
661reported
Financial planning clients
101-250reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
2 left, 0 joined in 12 months
net -2 in 12 months0 left in 90 days0 joined in 90 days3 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Harper Darrick Alford · Cfo / Ccocontrol
    since 02/2024 · owns less than 5%
  • Arnold Eric Cramer · Ciocontrol
    since 02/2024 · owns less than 5%
  • Joseph William Harris · Ceocontrol
    since 02/2024 · owns less than 5%
  • Alan Nathan Smith · Coocontrol
    since 02/2024 · owns less than 5%
  • Andrew Mark Buffington · Membercontrol
    since 05/2007 · owns 50% to 75% of Bip Managing Partner, LLC
  • Joseph William Harris · Membercontrol
    since 05/2007 · owns 50% to 75% of Bip Managing Partner, LLC
Entity owners
  • Bip Alliance Holdings, LLC · Owner
    direct · owns 75% or more
  • Bip Managing Partner, LLC · Owner
    indirect · owns 50% to 75% of Bip Wealth, LLC
  • Bip Ventures Wealth Alliance Equity I, LLC · Owner
    indirect · owns 25% to 50% of Bip Alliance Holdings, LLC
  • Bip Wealth, LLC · Owner
    indirect · owns 50% to 75% of Bip Alliance Holdings, LLC
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Columbus, Ga0031
Offices
Schedule D 1.F, the 25 largest
  • Columbus, GA5 employees
  • Alpharetta, GA1 employees
What changed
consecutive filings, newest first
  • Accounts · 666 to 661
    Jan 31, 2025 to Mar 28, 2025
  • Corporate clients · unset to 5.0
    Jan 31, 2025 to Mar 28, 2025
  • HNW clients · 58 to 88
    Jan 31, 2025 to Mar 28, 2025
  • Pension plan clients · 15 to 9
    Jan 31, 2025 to Mar 28, 2025
  • Assets in custody · 56300000.0 to unset
    Jan 31, 2025 to Mar 28, 2025
  • Financial planning clients · 101-250 to 101-250
    Jan 31, 2025 to Mar 28, 2025
  • Discretionary RAUM · $229M to $270M
    Jan 31, 2025 to Mar 28, 2025
  • HNW RAUM · $200M to $244M
    Jan 31, 2025 to Mar 28, 2025
  • Individual RAUM · $47.6M to $47.5M
    Jan 31, 2025 to Mar 28, 2025
  • Non-discretionary RAUM · $51.7M to $57.9M
    Jan 31, 2025 to Mar 28, 2025
  • Pension RAUM · $31.9M to $28.5M
    Jan 31, 2025 to Mar 28, 2025
  • RAUM · $281M to $328M
    Jan 31, 2025 to Mar 28, 2025
  • Accounts · 0 to 666
    Jul 31, 2024 to Aug 7, 2024
  • Advisory employees · 0 to 4
    Jul 31, 2024 to Aug 7, 2024
  • Charity clients · unset to 3.0
    Jul 31, 2024 to Aug 7, 2024
  • HNW clients · unset to 58.0
    Jul 31, 2024 to Aug 7, 2024
  • Individual clients · unset to 135.0
    Jul 31, 2024 to Aug 7, 2024
  • Pension plan clients · unset to 15.0
    Jul 31, 2024 to Aug 7, 2024
  • Assets in custody · unset to 56300000.0
    Jul 31, 2024 to Aug 7, 2024
  • Employees · 1 to 5
    Jul 31, 2024 to Aug 7, 2024
  • Insurance-licensed employees · 0 to 4
    Jul 31, 2024 to Aug 7, 2024
  • Financial planning clients · 0 to 101-250
    Jul 31, 2024 to Aug 7, 2024
  • State-registered IARs · 1 to 4
    Jul 31, 2024 to Aug 7, 2024
  • Discretionary RAUM · $0 to $229M
    Jul 31, 2024 to Aug 7, 2024
  • HNW RAUM · unset to 200130750.0
    Jul 31, 2024 to Aug 7, 2024
  • Individual RAUM · unset to 47613790.0
    Jul 31, 2024 to Aug 7, 2024
  • Non-discretionary RAUM · $0 to $51.7M
    Jul 31, 2024 to Aug 7, 2024
  • Pension RAUM · unset to 31904333.0
    Jul 31, 2024 to Aug 7, 2024
  • RAUM · $0 to $281M
    Jul 31, 2024 to Aug 7, 2024
Signals
8 dated events
  • Bip Alliance, Llc no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $328.1M)
    Jan 2, 2026 · Left the SEC roster · derived
  • James Robert Money left Bip Alliance, Llc for Bip Wealth, Llc (registered 2025-06-12)
    Dec 8, 2025 · Advisor changed firm · fact
  • 2 advisors left Bip Alliance, LLC (Columbus, GA) for Bip Wealth, LLC on the same day
    Dec 8, 2025 · Team lift-out · derived
  • Paul Timothy Money left Bip Alliance, Llc for Bip Wealth, Llc (registered 2025-07-07)
    Dec 8, 2025 · Advisor changed firm · fact
  • Matthew Hand no longer registered at Bip Alliance, Llc; no later IA registration on IAPD
    Dec 8, 2025 · Advisor departure · fact
  • Tyler Dakota Divyesh Kumar left Bip Alliance, Llc for Quotient Wealth Partners, Llc (registered 2025-10-02)
    Jun 12, 2025 · Advisor changed firm · fact
  • 2 advisors left The Money Advisor Group, LLC (Columbus, GA) for Bip Alliance, LLC on the same day
    Mar 27, 2025 · Team lift-out · derived
  • Bip Alliance, Llc filed its initial SEC registration (Form ADV)
    Mar 7, 2024 · 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.
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
Former SEC-registered adviserderiveda 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