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B&C FINANCIAL ADVISORS
B&C FINANCIAL ADVISORS (CRD# 110295) is an SEC-Registered Investment Advisor (RIA), headquartered in Ponte Vedra Beach, FL. The SEC approved the firm to operate as an RIA in May 1998. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $283.0 Million, and has discretion over 98% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 2% .  
 
B&C FINANCIAL ADVISORS also reported in Mar 2018:
  • 10 employees, with 6 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
B&C FINANCIAL ADVISORS has no disclosure events reported to the SEC at this time.
 

View B&C FINANCIAL ADVISORS's most recent Form ADV filing
 


B&C FINANCIAL ADVISORS has Notice Filings with the following State Securities Authorities: CA-Mar 2017, FL-Mar 2001, GA-Feb 2012, LA-Mar 2018, NC-Jan 2016 , NH-Feb 2015, NJ-Feb 2012, NY-Feb 2012, TN-Mar 2017, TX-Feb 2012 , VA-Sep 2014

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.