BENEFIT FINANCIAL SERVICES GROUP

Legal name: BFSG, LLC

CRD 143617File 801-67796

APPROVED

Retail clients

Custody

Filing as of Jun 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.54B

Above cohort median (national)

Discretionary AUM

$1.53B

Non-discretionary $546K

Clients

887

2,289 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Apr 17, 2007
Principal office: 2040 MAIN STREET, SUITE 720, IRVINE, CA, 92614
Phone: 949-955-2552
Website: https://twitter.com/bfsgllc

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.54B
Discretionary AUM: $1.53B
Non-discretionary AUM: $546K
Discretionary accounts: 2,287
Non-discretionary accounts: 2
Total accounts: 2,289
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$29.6M
Charitable organizations	11	$34.8M
High net worth individuals	325	$1.19B
Pension and profit sharing plans	15	$12.8M
State or municipal government entities	Fewer than 5	$45.2M
Individuals (other than high net worth individuals)	536	$204.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — A PERCENTAGE OF ASSETS UNDER CONSULTATION
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
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.