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BENEFIT FINANCIAL SERVICES GROUP
Legal name: BFSG, LLC
CRD 143617File 801-67796
APPROVED
Retail clients
Custody
Filing as of Jun 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.54B
Above cohort median (national)
Discretionary AUM
$1.53B
Non-discretionary $546K
Clients
887
2,289 accounts
Employees
31
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://www.bfsg.com
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 849 | 887 | increased by38 |
| Apr 1, 2026 | AUM | $1,290,227,768 | $1,535,338,692 | increased by$245,110,924 |
| Apr 1, 2026 | Accounts | 855 | 2,289 | increased by1,434 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 743 | 849 | increased by106 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,104,636,077 | $1,290,227,768 | increased by$185,591,691 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,860 | 855 | decreased by1,005 |
| Apr 1, 2022 | Employees | 28 | 31 | increased by3 |
| Apr 1, 2022 | Clients | 702 | 743 | increased by41 |
| Apr 1, 2022 | AUM | $950,894,156 | $1,104,636,077 | increased by$153,741,921 |
| Apr 1, 2022 | Accounts | 1,796 | 1,860 | increased by64 |
| 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 “BENEFIT FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BENEFIT FINANCIAL” 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.