{"url":"https://nivawealth.com/firms/bleakley-financial-group-318366","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/318366","regulatoryAum":15127499616,"crd":"318366","secFileNumber":"801-123232","legalName":"Bleakley Financial Group, LLC","displayName":"Bleakley Financial Group","website":"https://www.onepointbfg.com","linkedinUrl":"https://www.linkedin.com/company/onepoint-bfg","founded":null,"organization":"New Jersey limited liability company","fiscalYearEnd":"December","headquarters":{"street":"300 Kimball Drive, Suite 310","city":"Parsippany","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"07054"},"tradeNames":["Armstrong & Sinoff Financial","Bast Financial Group","Bleakley Financial Lehigh Valley","Miller Financial Services","Onepoint BFG","Onepoint BFG East Bay","Poise Wealth","Retirebetter Li","Spahn Financial","Voyage Wealth Architects"],"registration":{"secApproved":"14 February 2022","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":205,"advisory":104,"brokerDealerReps":54,"insuranceAgents":95,"promoters":0},"aum":{"discretionary":14457603315,"discretionaryAccounts":27985,"nonDiscretionary":669896301,"nonDiscretionaryAccounts":219,"wrapProgram":14447205193,"nonUsClientsPct":1,"nonAumClients":27},"clientTypes":[{"label":"Individuals (other than HNW)","clients":5524,"regulatoryAum":1935919517},{"label":"High-net-worth individuals","clients":2934,"regulatoryAum":12452953119},{"label":"Pension and profit-sharing plans","clients":167,"regulatoryAum":641912328},{"label":"Charitable organizations","clients":null,"regulatoryAum":1142490},{"label":"Corporations and other businesses","clients":22,"regulatoryAum":95572162}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Fort Mill, SC","smaAssets":3774092019},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":9649281330}],"custodyNote":"Bleakley Financial Group has custody of $14.29B for 8,274 clients.","otherCustodians":[],"leadership":[{"name":"Andy Schwartz","title":"Chief Executive Officer / Member","crd":"1317986"},{"name":"Alexei Mostovoi","title":"Chief Financial Officer","crd":"8178915"},{"name":"Vincent Nauheimer","title":"Chief Operating Officer","crd":"5642320"},{"name":"Craig Weiss","title":"Chief Compliance Officer","crd":"2354195"},{"name":"Michael Axelrod","title":"Member","crd":"2595831"},{"name":"Peter Boockvar","title":"Chief Investment Officer","crd":"2551482"},{"name":"Samuel Cari","title":"Chief Strategy Officer","crd":"5175064"},{"name":"John Cooney","title":"Member","crd":"1423699"},{"name":"Joseph Duran","title":"Member","crd":"2328861"},{"name":"Patrick Hayes","title":"Chief Legal Officer","crd":"6571587"},{"name":"Scott Schwartz","title":"Member","crd":"1315182"},{"name":"Kevin Spahn","title":"Member","crd":"2503176"}],"ownership":[{"label":"Bleakley Holdings, LLC","detail":"Managing member in the 75% or more ownership band and a control person, since August 2023."},{"label":"Andy Schwartz","detail":"Indirect owner: a manager/member of Bleakley Employee Aggregator LLC in the 25% to 50% band and a control person, since August 2024.","parent":"Bleakley Employee Aggregator LLC"},{"label":"RGP - 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They include 5,524 other individuals, 2,934 high-net-worth individuals and 167 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bleakley Financial Group offer?","answer":"Bleakley Financial Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, educational seminars and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Bleakley Financial Group use?","answer":"Bleakley Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $9,649,281,330 and LPL Financial LLC (Fort Mill, SC), with $3,774,092,019. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bleakley Financial Group have?","answer":"Bleakley Financial Group has 97 investment adviser representatives registered with state securities authorities, out of 205 employees, and 104 perform investment advisory functions. 54 are registered representatives of a broker-dealer and 95 are 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 Bleakley Financial Group invest in?","answer":"At the end of its last fiscal year, Bleakley Financial Group’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 5% cash and equivalents, 3% state and local bonds and 2% U.S. government and agency bonds. 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