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B&C FINANCIAL ADVISORS

PONTE VEDRA BEACH, FL · CRD 110295 · IAPD ↗ · butenskycohen.com · 904-273-9850

$626.0MRegulatory AUM
5Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — B&C FINANCIAL ADVISORS notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — B&C FINANCIAL ADVISORS crossed $500M in regulatory AUM ($462.3M -> $502.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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