AdvisorCensus / Financial advisors / The Bycoff Group LLC
The Bycoff Group LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is The Bycoff Group LLC compensated?
On its Form ADV (Item 5.E, October 2026), The Bycoff Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.
How much does The Bycoff Group LLC charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is The Bycoff Group LLC registered with the SEC or a state?
The Bycoff Group LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334192.
How much does The Bycoff Group LLC manage?
The Bycoff Group LLC reports $72,646,995 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have The Bycoff Group LLC's assets and staff changed since 2025?
In the Form ADV data for The Bycoff Group LLC: Regulatory assets under management: $36,710,296 in the October 2025 data and $72,646,995 in the October 2026 data, up 98%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Bycoff Group LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (26); pooled investment vehicles (other than investment companies and business development companies) (2).
Which custodians does The Bycoff Group LLC use?
The Bycoff Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.
Does The Bycoff Group LLC report any disciplinary disclosures?
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/334192
Does The Bycoff Group LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "While BG does not have a minimum account value to become a client, any client interested in working with BG should have sufficient assets that the client is able to bear the risk"
What changed in The Bycoff Group LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $36,710,296 to $72,646,995 (+98%). Changed its legal name from The Bycoff Group LLC to Bycoff Group LLC. Registered or notice-filed in CA, NJ.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
BG’s investment advisory fee ranges from 0.50% to 1.50% per annum of the net market value of a client’s assets managed by BG. Fees are negotiable and may be higher or lower than this range
Account minimum: None
The brochure's wording
While BG does not have a minimum account value to become a client, any client interested in working with BG should have sufficient assets that the client is able to bear the risk
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$72,646,995 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Bycoff Group LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $72,646,995 | 2 | March 31, 2026 |
| October 2025 | $36,710,296 | 2 | July 16, 2025 |
Regulatory assets under management: $36,710,296 in the October 2025 data and $72,646,995 in the October 2026 data, up 98%.
Total employees: 2 in October 2025 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $36,710,296 to $72,646,995 (+98%).
- Changed its legal name from The Bycoff Group LLC to Bycoff Group LLC.
- Registered or notice-filed in CA, NJ.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. The Bycoff Group LLC (CRD 334192): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-bycoff-group-llc-334192