# 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.

- CRD: 334192
- Filed as: THE BYCOFF GROUP LLC
- Legal name: Bycoff Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334192
- AdvisorCensus page: https://advisorcensus.com/firm/the-bycoff-group-llc-334192

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $72,646,995
- Discretionary: $72,646,995
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $11,827,909 |
| High net worth individuals | 26 | $30,819,086 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $30,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bycoffgroup.com
- Facebook @thebycoffgroup
- LinkedIn @the-bycoff-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $36,710,296 | 2 | July 16, 2025 |
| October 2026 | $72,646,995 | 2 | March 31, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Bycoff Group LLC (CRD 334192): Form ADV filing data as of October 2026.