DFX Intelligence

B•••••••• F•••••••• A••••••• G••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

B•••••••• F•••••••• A••••••• G••••• L••

B••••••••'S FINANCIAL ADVISORY GROUP, LLC, CRD 291380

THE VILLAGES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15ac09d1-f430-3e2e-b5ac-522b5280b081

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Jan 22, 2018 to Mar 31, 2026
48 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $333M••• Locked
Discretionary RAUM: $333M
Private client RAUM: $332Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $55.5Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D•••• S• B••••••••	n/a	THE VILLAGES, FL	8	23	2	no
T••••• L•• B•••••	n/a	THE VILLAGES, FL	8	29

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• A•••••• E••••	Member	B	yes	07/2012	Jan 22, 2018	Aug 12, 2024
B••••••••• D••••• S•	Member	D	yes	07/2012	Jan 22, 2018	Aug 12, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Clermont	FL	United States	2	no
MOUNT DORA	FL	United States	2	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$333M	$301M	10.7%	$207M	17.1%	17	17	1	1

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
R•••• F••• M••••••••• L••	3	Dec 31, 2018	Aug 13, 2018	THE VILLAGES, FL	Team lift out	RIA to RIA	4.2%

Relationships

Registered with (8)

← A•••• S•• H•••••••Advisorregistration: current employment
Jul 31, 2024 to presentfactForm ADV
← M•••• L•• S•••••Advisorregistration: current employment
Jul 16, 2024 to presentfactForm ADV
← S••••••• C•••••••• S••••••••Advisorregistration: current employment
Mar 20, 2023 to presentfactForm ADV
← R•••••• K••• B••••••••

Dated events

Occurred
Feb 2, 2024
Control person joined
••• Locked
Form ADVobserved 7 days ago
Occurred
Jul 29, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 27, 2020
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 22, 2018
First Form ADV filing

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15ac09d1-f430-3e2e-b5ac-522b5280b081
First observed: Jan 22, 2018
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.