The Bycoff Group LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 31, 2026, reports $73M in regulatory assets under management, 2 employees, and 71 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.8% of total clients.
Top client categories% of clientsClients
1
Individuals
54.8%
34
2
HNWI
41.9%
26
3
Pooled Investment Vehicles
3.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$73Mas of March 31, 2026
Discretionary100.0%
$73M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$73M
Total Accounts71
10Y AUM Change+$73M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee31:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.