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BAY COLONY ADVISORS
Legal name: BAY COLONY ADVISORY GROUP, INC.
CRD 152583File 801-107792
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.43B
Above cohort median (national)
Discretionary AUM
$1.38B
Non-discretionary $54.5M
Clients
2,668
4,340 accounts
Employees
36
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 17, 2016
- Principal office
- 86 BAKER AVENUE EXTENSION, SUITE 310, CONCORD, MA, 01742
- Phone
- 978-369-7200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.43B
- Discretionary AUM
- $1.38B
- Non-discretionary AUM
- $54.5M
- Discretionary accounts
- 4,254
- Non-discretionary accounts
- 86
- Total accounts
- 4,340
- AUM per client
- $538K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $1.7M |
| High net worth individuals | 864 | $849.5M |
| Pension and profit sharing plans | 8 | $41.7M |
| Individuals (other than high net worth individuals) | 1,786 | $542.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PLATFORM FEE FROM SUB-ADVISERS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.