B
CRD: 338871
BIY Financial, LLC
Jefferson City, MO
5732913294
$7.7M Total AUM
$7.7M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds · Capital Group · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-23-2025
- Office Locations
- 1
Office Locations
-- Jefferson City MO
About BIY Financial, LLC
BIY Financial, LLC is a Jefferson City-based RIA. The firm has been operating for 0 years. Managing $7.7M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Capital Group. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$7.7M AVG AUM / ADVISOR
$128.7K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Momentum Vertex
Client Personas
Signal vital Radial
Investment Themes
Ember vertex Ridge atlas
Investment Vehicles
Insight legacy
Services
Ridge glacier Delta Pathway Vertex atlas Beacon alpha
Owner & Executives
B
BRADLEY ALAN BINKLEY
Chief Compliance Officer, Managing Member
- CRD
- #3013247
- Ownership
- 75% or more
(535) 878-7417
prime.vector@vectorcapital.com
in linkedin.com/in/focus-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,723,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,723,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,723,000
Public Funds:
32.0% Equity - Exchange:
68.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $548,740,056 | 32.0% |
| Equity - Exchange | $1,166,072,619 | 68.0% |
| Total | $1,714,812,675 | 100.0% |