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BONFIRE FINANCIAL, LLC

COLORADO SPRINGS, CO · CRD 288522 · IAPD ↗ · bonfirefinancial.com · 719-394-3900

$234.0MRegulatory AUM
4Advisory reps
4Employees
5Clients
11-25Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — BONFIRE FINANCIAL, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2026 — BONFIRE FINANCIAL, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2026 — BONFIRE FINANCIAL, LLC now reports custody of client assets ($27.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
June 2025 — BONFIRE FINANCIAL, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2025 — BONFIRE FINANCIAL, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
March 2025 — BONFIRE FINANCIAL, LLC reported RAUM up 39% ($142.2M -> $198.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
February 2024 — BONFIRE FINANCIAL, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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