Wealth manager, independent · Atlanta, GA
BIP Wealth, LLC
SEC-registered investment adviser · CRD 143208 · SEC 801-68882
At a glance
BIP Wealth, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $5.3B in regulatory assets under management as of its Form ADV filed September 25, 2026. It reports 3,108 individual clients, 1,566 of them high-net-worth, holding an average of about $1.7 million each, and 88 employees. That ranks it 201st among the nation’s 5,657 independent wealth management RIAs and 10th of 171 in Georgia. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 404-495-5230bipwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.3B
- Rank among independent wealth managers
- #201 of 5,657
- Rank among all SEC RIAs
- #2,016 of 17,210
- Rank in Georgia
- #10 of 171
- Individual clients
- 3,108
- High-net-worth clients
- 1,566
- Accounts
- 17,391
- Discretionary
- 77% of AUM
- Employees
- 88
- Advisory staff
- 48
- Offices
- 5
Owners and executives on its Form ADV
- William J. HarrisCo-Founder / CEO
- Darrick H. AlfordCFO / CCO
- Eric A. CramerCIO
- Nathan A. SmithCOO
- Duncan M. MeredithCto
Custody and brokerage
Broker-dealer
Hybrid RIA
BIP Wealth, LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names The Strategic Finance Alliance as the broker-dealer its advisers are registered with.
Certain advisors at BIP are also registered representatives of The Strategic Finance Alliance, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,566 | $4.8B | 91% |
| Individuals | 1,542 | $421M | 8% |
| Corporations or other businesses | 25 | $41M | <1% |
| Charitable organizations | 4 | $4M | <1% |
| Pension and profit sharing plans | 9 | $0M | 0% |
Private funds
BIP Wealth, LLC reports 2 private funds with $10M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
BIP Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bipwealth.com ↗
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The full record on BIP Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 774 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Nicholas Hoffman & Company, LLCAtlanta | $8.3B | 399 |
| Capital Investment Advisors, LLCAtlanta | $8.2B | 6,014 |
| BalentineAtlanta | $5.5B | 439 |
| IFG Advisory, LLCAtlanta | $4.8B | 9,038 |
| Sage Mountain Advisors, LLCAtlanta | $4.3B | 186 |
| ZWJ Investment Counsel IncAtlanta | $4.2B | 990 |
Background
Questions
How much does BIP Wealth, LLC manage?
BIP Wealth, LLC reports $5.3B in regulatory assets under management across 17,391 accounts, 77% of it on a discretionary basis, on its Form ADV filed September 25, 2026.
How many clients does BIP Wealth, LLC have?
It reports 3,108 individual clients: 1,566 high-net-worth individuals and 1,542 other individuals. Individuals account for about 99% of its regulatory assets.
Where is BIP Wealth, LLC headquartered?
Its main office is in Atlanta, Georgia. It reports 5 offices in total and 88 employees, 48 of whom perform investment advisory functions.
How does BIP Wealth, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does BIP Wealth, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed September 25, 2026, it reports these amounts held: Charles Schwab ($2.4B); Fidelity ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is BIP Wealth, LLC a hybrid RIA with a broker-dealer?
BIP Wealth, LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is BIP Wealth, LLC a fiduciary?
As an SEC-registered investment adviser, BIP Wealth, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 5 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is BIP Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →