The BVA Group
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #4157 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3202
Fees received$138,401Median $35,000/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical The BVA Group plan look like?
Service mix · median fees per plan
Count of plans where The BVA Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Valuation (appraisals, etc.)Code 34 | 2 | $24,225 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $44,976 |
Competitor overlap
Percent of The BVA Group's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under The BVA Group.
| Sponsor | From | Assets |
|---|---|---|
SECURIAN FINANCIAL GROUP, INC.MN · 411919752-001 | StanCorp Financial Group | $1.2B |
Plans lost in 2024
Appeared last year under The BVA Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
DE CORP.TX · 741554644-001 | TI-TRUST | $45M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SECURIAN FINANCIAL GROUP, INC.MN · 411919752-001 | $1.2B | 4,076 | $89,951 | 1y | - |
ITA GROUP HOLDINGS, INC.IA · 822560400-002 | $428M | 934 | $35,000 | 8y | - |
BONVENU BANCORP, INC.LA · 721296111-001 | $22M | 250 | $13,450 | 4y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into The BVA Group.
- AXIOM ASIA PRIV CAP II LP
- AXIOM ASIA PRIV CAP III LP
- AXIOM ASIA PRIVATE CAPITAL
- AXIOM CAPITAL GROUP
- BVA
- BVA GROUP
- THE BVA GROUP
- THE BVA GROUP LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for The BVA Group's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with The BVA Group. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on The BVA Group's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| NYEMASTER GOODE P.C. | 1 | 33.3% |