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BUFFINGTON MOHR MCNEAL

BOISE, ID · CRD 109361 · IAPD ↗ · bmmria.com · 208-338-5551

$1.05BRegulatory AUM
10Advisory reps
10Employees
0Clients
251-500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2025 — BUFFINGTON MOHR MCNEAL (BOISE, ID) left the SEC roster (was $1.05B RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2025 — BUFFINGTON MOHR MCNEAL reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — BUFFINGTON MOHR MCNEAL crossed $1B in regulatory AUM ($911.8M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2024 — BUFFINGTON MOHR MCNEAL notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.