Key facts
- B&C FINANCIAL ADVISORS is a other based in PONTE VEDRA BEACH, FL.
- B&C FINANCIAL ADVISORS reports $4.1M in regulatory assets under management, per its SEC Form ADV (2026-01).
Registered with the SEC
Form ADV · 2026-01 · CRD 110295- Regulatory AUM
- $4.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 12
- Registered office
- PONTE VEDRA BEACH, FL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BUTENSKY & COHEN FINANCIAL SECURITY INC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for B&C FINANCIAL ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is B&C FINANCIAL ADVISORS's AUM?
- B&C FINANCIAL ADVISORS manages approximately $4.1M in assets.