Private Market View

B&C FINANCIAL ADVISORS

Other · PONTE VEDRA BEACH, FL

AUM
$4.1M
Portfolio companies
Recorded deals
Last investment

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.

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Frequently asked

What is B&C FINANCIAL ADVISORS's AUM?
B&C FINANCIAL ADVISORS manages approximately $4.1M in assets.