This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Plan clients

5Form 5500 Schedule C

Public clients

0

Advisory clients

5

Recommended commitments

0derived

Latest client year end

Mar 31, 2025

• Occurred

  Dec 31, 2024
  Consultant changed

  Brentwood Asset Advisors Inc. no longer appears on Cenveo Worldwide Limited Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)

  Form 5500observed 4 days ago
• Occurred

  Dec 31, 2024
  Consultant changed

  Brentwood Asset Advisors, Inc appears on The Pension Plan for Insurance Organizations's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)

  Form 5500observed 4 days ago
• Occurred

  Dec 31, 2024
  Consultant changed

  Brentwood Asset Advisors appears on Swisslog Retirement Income Plan for Salaried Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)

  Form 5500observed 4 days ago
• Occurred

  Dec 31, 2024
  Consultant changed

  Brentwood Asset Adv appears on Cambridge-Lee Industries, Inc. Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)

  Form 5500observed 4 days ago
• Occurred

  Dec 31, 2023
  Consultant changed

  Brentwood Asset Advisors appears on Thedacare, Inc. Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)

  Form 5500observed 4 days ago
• Occurred

  Dec 31, 2023
  Consultant changed

  Brentwood Asset Advisors Inc. appears on Cenveo Worldwide Limited Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)

  Form 5500observed 4 days ago

Graph

Allocators

Canonical id

dfx:al:2d944158-9025-4e18-b67f-3cede00f5fa6

First observed

Sep 15, 2026

Last observed

Sep 15, 2026 4 days ago

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.