{
  "crd_number": 290095,
  "slug": "bay-rivers-group-wealth-partners-williamsburg-va-290095",
  "primary_business_name": "BAY RIVERS GROUP WEALTH PARTNERS",
  "legal_name": "BAY RIVERS GROUP, INC.",
  "dbas": [
    "BRG"
  ],
  "city": "Williamsburg",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47260",
  "metro": {
    "cbsa_code": "47260",
    "common_name": "Virginia Beach",
    "msa_name": "Virginia Beach-Chesapeake-Norfolk, VA-NC",
    "path": "/advisors/va/virginia-beach"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-27",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-13",
  "carried_forward": false,
  "raum_total": 326205349.0,
  "raum_discretionary": 322131587.0,
  "raum_non_discretionary": 4073762.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 3042873.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 86129200.0,
      "count": 305
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 236474158.0,
      "count": 90
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 559118.0,
      "count": 2,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MD",
    "NC",
    "NJ",
    "NY",
    "TX",
    "VA"
  ],
  "websites": [
    "https://bayriversgroup.com",
    "https://facebook.com/bayriversgroup?view_public_for=2263112867234088",
    "https://instagram.com/bay_rivers_group",
    "https://linkedin.com/in/alanbroderick",
    "https://linkedin.com/in/brucelemley",
    "https://linkedin.com/in/willpgibson",
    "https://twitter.com/ABroderickBRG",
    "https://youtube.com/@BayRiversGroup/channels"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290095",
  "city_as_filed": "WILLIAMSBURG",
  "url": "https://advisorcensus.com/firm/bay-rivers-group-wealth-partners-williamsburg-va-290095",
  "display_name": "Bay Rivers Group Wealth Partners",
  "summary": "Bay Rivers Group Wealth Partners is an SEC-registered investment advisory firm in Williamsburg, VA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.",
  "citation": "AdvisorCensus. Bay Rivers Group Wealth Partners (CRD 290095): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bay Rivers Group Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bay Rivers Group Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Bay Rivers Group Wealth Partners located?",
      "a": "Bay Rivers Group Wealth Partners' principal office is in Williamsburg, VA, according to its Form ADV."
    },
    {
      "q": "Is Bay Rivers Group Wealth Partners registered with the SEC or a state?",
      "a": "Bay Rivers Group Wealth Partners is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290095."
    },
    {
      "q": "How much does Bay Rivers Group Wealth Partners manage?",
      "a": "Bay Rivers Group Wealth Partners reports $326,205,349 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (99% discretionary)."
    },
    {
      "q": "How have Bay Rivers Group Wealth Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bay Rivers Group Wealth Partners: Regulatory assets under management: $154,435,224 in the October 2021 data and $326,205,349 in the October 2026 data, up 111%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bay Rivers Group Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (305); high net worth individuals (90); charitable organizations (4)."
    },
    {
      "q": "Which custodians does Bay Rivers Group Wealth Partners use?",
      "a": "Bay Rivers Group Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bay Rivers Group Wealth Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290095"
    },
    {
      "q": "Does Bay Rivers Group Wealth Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 5, 2026 says: \"There is no account minimum for any of BRGWP’s services.\""
    },
    {
      "q": "What changed in Bay Rivers Group Wealth Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 154435224.0,
      "total_employees": 3,
      "filing_date": "2021-04-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 199137845.0,
      "total_employees": 3,
      "filing_date": "2022-08-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 189746674.0,
      "total_employees": 3,
      "filing_date": "2023-09-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 254938188.0,
      "total_employees": 4,
      "filing_date": "2024-09-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 272555910.0,
      "total_employees": 4,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 326205349.0,
      "total_employees": 4,
      "filing_date": "2026-03-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in CA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $272,555,910 to $326,205,349 (+20%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 5, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of BRGWP’s services."
        ]
      }
    ],
    "quotes": [
      "There is no account minimum for any of BRGWP’s services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bay-rivers-group-wealth-partners-williamsburg-va-290095.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 305,
      "fewer_than_5": false,
      "raum": 86129200.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 90,
      "fewer_than_5": false,
      "raum": 236474158.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 3042873.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 559118.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290095",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}