{"url":"https://nivawealth.com/firms/bfsg-143617","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143617","regulatoryAum":1535338692,"crd":"143617","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5411348","suffix":null,"lastName":"ALLBEE","firstName":"MICHAEL","middleName":"ANGELO"},{"crd":"1706044","suffix":null,"lastName":"BLOM","firstName":"MARK","middleName":"LAYNE"},{"crd":"2137874","suffix":null,"lastName":"CAMPBELL","firstName":"JOHN","middleName":"CHRISTOPHER"},{"crd":"7039360","suffix":null,"lastName":"CHOU","firstName":"NICOLE","middleName":"ELIZABETH"},{"crd":"7586230","suffix":null,"lastName":"GROVE","firstName":"GAVIN","middleName":"WALKER"},{"crd":"4887249","suffix":null,"lastName":"HORN","firstName":"PAUL","middleName":"D"},{"crd":"2666739","suffix":null,"lastName":"JOHNSON","firstName":"KEITH","middleName":"MERRITT"},{"crd":"2766928","suffix":null,"lastName":"LAU","firstName":"GRACE","middleName":null},{"crd":"6795531","suffix":null,"lastName":"LIPOVAC","firstName":"ANTONIA","middleName":"ANGELA"},{"crd":"6676494","suffix":null,"lastName":"Liu","firstName":"Sophia","middleName":"YU"},{"crd":"6340683","suffix":null,"lastName":"MILLER","firstName":"BRENT","middleName":"JAMES"},{"crd":"6177063","suffix":null,"lastName":"MUNOZ","firstName":"AKSANA","middleName":null},{"crd":"7180224","suffix":null,"lastName":"Navi","firstName":"Arash","middleName":null},{"crd":"6288650","suffix":null,"lastName":"NIXON","firstName":"KYLE","middleName":"HENRY"},{"crd":"6254738","suffix":null,"lastName":"NOORANI","firstName":"CHAD","middleName":"ARASH"},{"crd":"1583912","suffix":null,"lastName":"POWERS","firstName":"PATRICK","middleName":"DAVID"},{"crd":"6597570","suffix":null,"lastName":"Priest","firstName":"Braden","middleName":"Linwood"},{"crd":"1601388","suffix":null,"lastName":"ROWEY","firstName":"CHRISTOPHER","middleName":"SCOTT"},{"crd":"2198637","suffix":null,"lastName":"SCHACKMAN","firstName":"MARTINA","middleName":"MARIE"},{"crd":"7563397","suffix":null,"lastName":"SCHNEIDER","firstName":"ERIN","middleName":"ROSE"},{"crd":"4176803","suffix":null,"lastName":"SOLLARS","firstName":"SCOTT","middleName":"MATTHEW"},{"crd":"5178972","suffix":null,"lastName":"STEWART","firstName":"DARREN","middleName":"ROBERT"},{"crd":"6359443","suffix":null,"lastName":"VANBUSKIRK","firstName":"HENRY","middleName":"JOSEPH"},{"crd":"7150078","suffix":null,"lastName":"VERDUGO","firstName":"ROBERT","middleName":null},{"crd":"1522101","suffix":null,"lastName":"YAMSHON","firstName":"STEVEN","middleName":"LEE"}],"total":25,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-07","regulatoryAum":950894156,"clients":702,"employees":28,"offices":2},{"filedOn":"2022-07-25","regulatoryAum":1104636077,"clients":743,"employees":31,"offices":2},{"filedOn":"2023-03-27","regulatoryAum":976966481,"clients":787,"employees":32,"offices":2},{"filedOn":"2024-07-08","regulatoryAum":1149087191,"clients":821,"employees":32,"offices":6},{"filedOn":"2025-03-31","regulatoryAum":1290227768,"clients":849,"employees":31,"offices":6},{"filedOn":"2026-06-15","regulatoryAum":1535338692,"clients":887,"employees":31,"offices":6}],"acquisitions":[{"date":"2020-04-30","datePrecision":"day","name":"Stevens 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Also a shareholder of Ferdinand FFP Parent, Inc. in the 75% or more band and a control person, since August 2023.","parent":"Focus Financial Partners Inc."},{"label":"Ferdinand FFP Intermediate Holdings, LLC","detail":"Indirect owner: a member of Ferdinand FFP Acquisition, LLC in the 75% or more band and a control person, since August 2023.","parent":"Ferdinand FFP Acquisition, LLC"},{"label":"Ferdinand FFP Parent, Inc.","detail":"Indirect owner: a member of Ferdinand FFP Intermediate Holdings, LLC in the 75% or more band and a control person, since August 2023.","parent":"Ferdinand FFP Intermediate Holdings, LLC"},{"label":"CD&R Ferdinand Holdings, L.P.","detail":"Indirect owner: a partner of Ferdinand FFP Ultimate Holdings, LP in the 50% to 75% band and a control person, since August 2023.","parent":"Ferdinand FFP Ultimate Holdings, LP"},{"label":"CD&R Ferdinand Co-Investor, L.P.","detail":"Indirect owner: a partner of CD&R Ferdinand Holdings, L.P. in the 25% to 50% band and a control person, since August 2023.","parent":"CD&R Ferdinand Holdings, L.P."},{"label":"Clayton, Dubilier & Rice Fund Xii, L.P.","detail":"Indirect owner: a partner of CD&R Ferdinand Holdings, L.P. in the 50% to 75% band and a control person, since August 2023.","parent":"CD&R Ferdinand Holdings, L.P."}],"filedOffices":{"otherThanPrincipal":5,"privateResidences":4},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"1643 E. 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They include 536 individual clients, 325 high-net-worth individuals, and 15 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BFSG offer?","answer":"BFSG provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, divorce planning, estate planning, insurance, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does BFSG charge?","answer":"BFSG charges 0.25%–1.25% a year for its Investment Portfolio Management Fees. The fee is billed in advance or in arrears and is negotiable.","source":"FORM ADV PART 2A, filed 11 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does BFSG use?","answer":"BFSG’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $882M and Charles Schwab & Co., Inc. (Westlake, TX), with $562M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BFSG have?","answer":"BFSG has 25 investment adviser representatives registered with state securities authorities, out of 31 employees, and 27 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BFSG invest in?","answer":"At the end of its last fiscal year, BFSG’s separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 42% exchange-traded equities, 6% cash and equivalents, 4% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Private Funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BFSG?","answer":"BFSG is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BFSG get paid?","answer":"BFSG is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is BFSG registered with the SEC?","answer":"Yes, BFSG has been registered with the SEC as an investment adviser since 17 April 2007. Its CRD number is 143617 and its SEC file number is 801-67796.","source":"Form ADV Part 1A, Item 1, filed 15 June 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact BFSG?","answer":"BFSG’s main office is at 2040 Main Street, Suite 720, Irvine, CA 92614. 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