$5.3B Total AUM
$4.1B Disc. AUM
30.0% 3Y CAGR
88 Employees
3,148 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- OakEagle foundation +more
- Established Date
- 04-19-2007
- Office Locations
- 10
Office Locations
1222 Demonbreun Street Suite 1425 Nashville TN
2101 Brookstone Center Parkway #200 Columbus GA
2500 Northwinds Parkway Building 3, Suite 100 Alpharetta GA
About BIP Wealth, LLC
BIP Wealth is a fiduciary wealth management firm delivering personalized “personal CFO” style planning and ongoing advisory support for families, professionals, and business owners. The team builds evidence-based portfolios across public and private markets with a strong risk-management mindset, and supports planning needs such as tax and charitable strategies. Common custody includes Schwab and Fidelity.
Team overview
46 AVG AGE
$110.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
5 yrs AVG TENURE
88 Employees
48 Advisory Reps
52 RIA Reps
19yrs Firm Age
Insights
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Accredited Investors
Quantum foundation Vector oak
Asset Classes
Signal ridge Radial zenith Signal pathway Horizon wave Element Oak Harbor Pathway ember
Client Personas
Quantum crest Optima alpha
Custodian
Frontier Fusion timber Fusion Signal Pioneer
Investment Themes
Ridge unison Pathway Matrix meridian
Investment Vehicles
Bridge catalyst Quantum insight
Platform
Eagle horizon Optima optima
Services
Beacon Unison foundation Crest oak Ridge Meridian Delta Horizon
Technology
Horizon vertex Meridian Vector foundation
Owner & Executives
Darrick Harper Alford
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(724) 400-6884
atlas.quantum@focuscapital.com
in linkedin.com/in/crest-quantum
ERIC ARNOLD CRAMER
Chief Investment Officer
- CRD
- #2957889
- Ownership
- Less than 5%
(439) 954-8160
glacier.prime@matrixcapital.com
in linkedin.com/in/foundation-eagle
R
Radial glacier
Timber matrix optima
- CRD
- #83788
- Ownership
- 11.1%
(502) 488-8073
focus.atlas@pathwaycapital.com
in linkedin.com/in/frontier-delta
Showing 2 of 5 owners & executives
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ASHLEY LYNN ARRINGTON
Wealth Advisor
- CRD
- #5747435
(348) 796-9194
beacon.insight@pathwaycapital.com
in linkedin.com/in/legacy-radial
J
John Edward Barone
--
- CRD
- #8141123
(807) 869-8953
vital.peak@fusioncapital.com
in linkedin.com/in/catalyst-vital
A
Atlas signal
Vertex timber legacy
- CRD
- #22068
(902) 678-8695
ember.vector@pioneercapital.com
in linkedin.com/in/summit-matrix
Showing 2 of 59 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,051,192,266 | $264,732 |
| Non-Discretionary | $1,236,798,922 | $592,337 |
| Total | $5,287,991,188 | $304,065 |
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Separately Managed Accounts
Total SMA Asset: $5,287,991,188
Equity - Exchange:
10.9% Public Funds:
24.3% Private Funds:
8.6% Other:
22.2% U.S. Government/Agency:
21.2% Cash:
12.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $415,941,459 | 10.9% |
| Public Funds | $927,282,335 | 24.3% |
| Private Funds | $328,173,995 | 8.6% |
| Other | $847,146,825 | 22.2% |
| U.S. Government/Agency | $808,987,058 | 21.2% |
| Cash | $488,445,015 | 12.8% |
| Total | $3,815,976,687 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL LEGACY | HORIZON RADIAL | C9GQATF3L | RPXSW | 9.68% | $80,978,452 |
| VITAL BRIDGE | SIGNAL EAGLE | R6Q7J4H8I | CGZ | 3.89% | $19,478,553 |
| VITAL OPTIMA GLACIER | CREST FRONTIER | 8BXL7MTC8 | XJVX | 5.93% | $29,118,347 |
| NORTH VITAL | FOCUS PEAK | KRR5J0CR0 | ZRE | 11.95% | $94,597,814 |
| HORIZON FRONTIER SUMMIT | ELEMENT EAGLE | 5P4UFL83K | PJOK | 9.69% | $30,091,794 |
| GLACIER ELEMENT ALPHA | NORTH SIGNAL | C58XNZSE9 | MHJDB | 11.98% | $9,866,941 |
| HARBOR GLACIER EMBER | ZENITH WAVE | X321IQVJA | VHU | 6.18% | $44,815,108 |
| QUANTUM WAVE | SUMMIT SIGNAL | 9BBIEUEGD | SABXT | 7.13% | $38,184,744 |