{
  "crd_number": 334192,
  "slug": "the-bycoff-group-llc-334192",
  "primary_business_name": "THE BYCOFF GROUP LLC",
  "legal_name": "BYCOFF GROUP LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-01-02",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 72646995.0,
  "raum_discretionary": 72646995.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 11827909.0,
      "count": 34
    },
    "high_net_worth_individuals": {
      "raum": 30819086.0,
      "count": 26
    },
    "pooled_investment_vehicles": {
      "raum": 30000000.0,
      "count": 2
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NJ",
    "NY"
  ],
  "websites": [
    "https://bycoffgroup.com",
    "https://facebook.com/thebycoffgroup",
    "https://linkedin.com/company/the-bycoff-group?trk=public_post_feed-actor-name"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334192",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/the-bycoff-group-llc-334192",
  "display_name": "The Bycoff Group LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. The Bycoff Group LLC (CRD 334192): 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",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is The Bycoff Group LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does The Bycoff Group LLC charge?",
      "a": "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."
    },
    {
      "q": "Is The Bycoff Group LLC registered with the SEC or a state?",
      "a": "The Bycoff Group LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334192."
    },
    {
      "q": "How much does The Bycoff Group LLC manage?",
      "a": "The Bycoff Group LLC reports $72,646,995 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have The Bycoff Group LLC's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does The Bycoff Group LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does The Bycoff Group LLC use?",
      "a": "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."
    },
    {
      "q": "Does The Bycoff Group LLC 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/334192"
    },
    {
      "q": "Does The Bycoff Group LLC state an account minimum?",
      "a": "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\""
    },
    {
      "q": "What changed in The Bycoff Group LLC's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 36710296.0,
      "total_employees": 2,
      "filing_date": "2025-07-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 72646995.0,
      "total_employees": 2,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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",
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Goldman Sachs & Co. LLC",
      "name_as_filed": "GOLDMAN SACHS & CO. LLC",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "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/the-bycoff-group-llc-334192.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 34,
      "fewer_than_5": false,
      "raum": 11827909.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 30819086.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 30000000.0
    }
  ],
  "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/334192",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}