B&c Financial Advisors
B&c Financial Advisors is an SEC-registered wealth manager in Ponte Vedra Beach, FL with $626.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns B&c Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110295, SEC 801-55533, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $626.0M (2026-01-30)
- Firm type
- Wealth Manager
- Location
- Ponte Vedra Beach, FL
- Employees
- 12
- Clients
- 543
- CRD
- 110295
- Ownership
- BUTENSKY, JAN, DAVID; COHEN, ALLAN, ABRAHAM; BOS, JACQUELINE, ANN; ELLIS, THOMAS, LEONARD; OERTHER, ADAM, THOMAS
How much AUM does B&c Financial Advisors have?
B&c Financial Advisors reported $626.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns B&c Financial Advisors?
Disclosed owners and executives of B&c Financial Advisors include BUTENSKY, JAN, DAVID, COHEN, ALLAN, ABRAHAM, BOS, JACQUELINE, ANN, ELLIS, THOMAS, LEONARD, OERTHER, ADAM, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.