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 Aug 17, 2026

Regulatory AUM

$626.0M

Above cohort median (national)

Discretionary AUM

$613.9M

Non-discretionary $12.1M

Clients

543

1,331 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.