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B&C FINANCIAL ADVISORS
Legal name: BUTENSKY & COHEN FINANCIAL SECURITY INC
CRD 110295File 801-55533
APPROVED
Retail clients
Custody
Filing as of Jan 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$626.0M
Above cohort median (national)
Discretionary AUM
$613.9M
Non-discretionary $12.1M
Clients
543
1,331 accounts
Employees
12
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 13, 1998
- Principal office
- 110 PROFESSIONAL DRIVE, SUITE 101, PONTE VEDRA BEACH, FL, 32082
- Phone
- 904-273-9850
- Website
- HTTP://WWW.BUTENSKYCOHEN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $626.0M
- Discretionary AUM
- $613.9M
- Non-discretionary AUM
- $12.1M
- Discretionary accounts
- 1,314
- Non-discretionary accounts
- 17
- Total accounts
- 1,331
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $22.5M |
| Charitable organizations | Fewer than 5 | $1.0M |
| High net worth individuals | 146 | $470.3M |
| Pension and profit sharing plans | Fewer than 5 | $606K |
| Individuals (other than high net worth individuals) | 392 | $131.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 519 | 543 | increased by24 |
| Feb 1, 2026 | AUM | $546,222,099 | $626,009,888 | increased by$79,787,789 |
| Feb 1, 2026 | Accounts | 1,257 | 1,331 | increased by74 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 12 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 481 | 519 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $482,561,724 | $546,222,099 | increased by$63,660,375 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,109 | 1,257 | increased by148 |
| Mar 1, 2022 | Clients | 451 | 481 | increased by30 |
| Mar 1, 2022 | AUM | $413,178,611 | $482,561,724 | increased by$69,383,113 |
| Mar 1, 2022 | Accounts | 1,055 | 1,109 | increased by54 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FINANCIAL ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINANCIAL ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.