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
T•• B••••• G•••• L••
Legal name B••••• G•••• L••
Latest filing Mar 31, 2026
First filing on the tape Nov 27, 2024 · 5 filings
SEC status approved since Jan 2, 2025
RAUM
$72.6M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
59%
$42.6M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$36.3M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$72.6M as of Mar 31, 2026
Mar 17, 2025$0 then
HNW client RAUM$30.8M as of Mar 31, 2026
Jul 16, 2025$6.7M then
State-registered IARs (5.B.3)2 as of Mar 31, 2026
Mar 17, 20252 then
Employees (5.A)2 as of Mar 31, 2026
Mar 17, 20252 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- 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
- $36.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 30derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.2MderivedHNW RAUM over HNW clients
- Average account
- $1.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, performance-basedreportedItem 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$30.8M42%
- Pooled investment vehicles$30.0M41%
- Individuals$11.8M16%
- Individual clients
- 34reported
- HNW clients
- 26reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 71reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourly, performancereported
- Class basis
- private_client_share=0.59 fund_share=0.41 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••••• W•••••• B••••• | New York, Ny | Aug 6, 2025 | 10 y | 2 |
| L•••• V••••• B••••• | New York, Ny | Aug 6, 2025 | 11 y | 2 |
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
- D•••••• W•••••• B••••• from O•••• A••••••• S•••••••• L••Aug 6, 2025 · Other
- L•••• V••••• B••••• from O•••• A••••••• S•••••••• L••Aug 6, 2025 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from O•••• A••••••• S•••••••• L••Aug 7, 2025 · Atlanta, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• D••••••• W•••••• · Owner And Chief Compliance Officercontrolsince 11/2024 · owns 50% to 75%
- B•••••• L••••• V••••• · Ownercontrolsince 11/2024 · owns 50% to 75%
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 |
|---|---|---|---|---|---|
| New York, Ny | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 7 to 71Jul 16, 2025 to Mar 31, 2026
- HNW clients · 2 to 26Jul 16, 2025 to Mar 31, 2026
- Individual clients · unset to 34.0Jul 16, 2025 to Mar 31, 2026
- Legal name · T•• B••••• G•••• L•• to B••••• G•••• L••Jul 16, 2025 to Mar 31, 2026
- Discretionary RAUM · $36.7M to $72.6MJul 16, 2025 to Mar 31, 2026
- HNW RAUM · $6.7M to $30.8MJul 16, 2025 to Mar 31, 2026
- Individual RAUM · unset to 11827909.0Jul 16, 2025 to Mar 31, 2026
- RAUM · $36.7M to $72.6MJul 16, 2025 to Mar 31, 2026
- Accounts · 0 to 7Mar 17, 2025 to Jul 16, 2025
- HNW clients · unset to 2.0Mar 17, 2025 to Jul 16, 2025
- Pooled vehicle clients · unset to 2.0Mar 17, 2025 to Jul 16, 2025
- Financial planning clients · unset to Mar 17, 2025 to Jul 16, 2025
- Discretionary RAUM · $0 to $36.7MMar 17, 2025 to Jul 16, 2025
- HNW RAUM · unset to 6710296.0Mar 17, 2025 to Jul 16, 2025
- Pooled vehicle RAUM · unset to 30000000.0Mar 17, 2025 to Jul 16, 2025
- RAUM · $0 to $36.7MMar 17, 2025 to Jul 16, 2025
- HQ city · unset to Nov 27, 2024 to Mar 17, 2025
- HQ state · unset to Nov 27, 2024 to Mar 17, 2025
Signals
2 dated events
- 2 advisors left O•••• A••••••• S•••••••• L•• (Atlanta, GA) for T•• B••••• G•••• L•• on the same dayAug 7, 2025 · Team lift-out · derived
- T•• B••••• G•••• L•• filed its initial SEC registration (Form ADV)Nov 27, 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.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/the-bycoff-group?trk=public_post_feed-areportedpublic record, Form ADV, Sep 19, 2026
- Website
- B•••••GROUP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 781-801-5559reportedpublic 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
- $36.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026