Bay Colony Advisory Group, Inc.
● SEC registered since 2016CRD 152583SEC# 801-107792Concord, MA
Reg. AUM
$1.43B
Employees
36
Accounts
4,340
Location
Concord, MA
Bay Colony Advisory Group, Inc. assets under management
Bay Colony Advisory Group, Inc. is a registered investment adviser overseen by the SEC based in Concord, MA. The firm has been registered since 2016. It reports $1.4 billion in regulatory assets under management and employs 36 people.
Bay Colony Advisory Group, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Clements Catacchio Control | Chief Operations Officer | 10-25% | 2012 |
| James Clements Catacchio Control | President | 10-25% | 2025 |
| John Winthrop Ohl Control | Ceo And Chief Compliance Officer | Under 5% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Bay Colony Advisory Group, Inc. manage?
Bay Colony Advisory Group, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Bay Colony Advisory Group, Inc. have?
Bay Colony Advisory Group, Inc. reports 36 employees.
Where is Bay Colony Advisory Group, Inc. located?
Bay Colony Advisory Group, Inc. is based in Concord, MA and has been SEC-registered since 2016.
Does Bay Colony Advisory Group, Inc. disclose fund performance?
Bay Colony Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 86 Baker Avenue Extension, Suite 310, Concord, MA 01742 |
| Phone | 978-369-7200 |
| Fax | 617-249-1807 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.43B▲ 34%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.43Bregulatory AUM
Discretionary $1.38BNon-discretionary $54.5M