# BAY COLONY ADVISORY GROUP, INC.

BAY COLONY ADVISORY GROUP, INC. of CONCORD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 152583
- Type: SEC-registered investment adviser
- SEC file number: 801-107792
- Location: 86 BAKER AVENUE EXTENSION, SUITE 310, CONCORD, MA, 01742
- Phone: 978-369-7200
- Latest filing: 2026-03-23
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $54.5M
- Clients: 36
- Accounts: 4,340

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| John Winthrop Ohl | CEO AND CHIEF COMPLIANCE OFFICER; CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| James Clements Catacchio | CHIEF OPERATIONS OFFICER; EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER; PRESIDENT | — |
| Joia Kirby | TRUSTEE | — |
| OHL JOHN WINTHROP | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| CATACCHIO JAMES CLEMENTS | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | — |
| BAKOS PAMELA JEAN | MANAGING PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152583/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152583/similar
- Related entities: https://search.stillhousedata.com/firm/152583/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152583

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.