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B••••••• W••••• S••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

B••••••• W••••• S••••••••

B••••••• W••••• S••••••••, INC., CRD 291753

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:2bcad573-ad94-f5f3-0639-5a2fd679dacf

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 12
On other graphs: 0
Observed: Apr 5, 2022 to Aug 13, 2026
19 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=0.95 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $308M••• Locked
Discretionary RAUM: $274M
Private client RAUM: $294Mderived••• Locked
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $28.0Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••• J••••• W•••••	n/a	SAN ANTONIO, TX	7	10	2	no
C•••••••• R•• E••••••••	n/a	SAN ANTONIO, TX	5	23

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• N••••••• B•••	Owner	E	yes	12/2017	Apr 5, 2022	Sep 13, 2024
C•••• K••••••••• A••	CHIEF COMPLIANCE OFFICER/PRESIDENT	Na	yes	01/2021	Apr 5, 2022	Sep 13, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••••••• N••••••• B•••	n/a	n/a	n/a	Y	no	TX

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Austin	TX	United States	2	no
BEE CAVE	TX	United States	2	no
Boerne	TX	United States	2	no
Buda	TX	United States	2	no
Castroville	TX	United States

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026

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	2	5

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	$308M	$266M	15.9%	$148M	27.7%	11	12	25	27

Relationships

Registered with (22)

← H••••• C••••••• H••••••Advisorregistration: previous registration
Aug 26, 2022 to Mar 14, 2024factForm ADV
← R•••• J••• B••••••Advisorregistration: current employment
Dec 10, 2025 to presentfactForm ADV
← G•••• M•••• R••••••••Advisorregistration: current employment
May 12, 2025 to presentfactForm ADV
← A•••••• C••••••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 11, 2025
Advisor changed firm
Carlos Giovanni Castorena left B••••••• W••••• S•••••••• for Titleist Asset Management, Llc (registered 2025-08-20)
Form ADVobserved 7 days ago
Occurred
Jan 16, 2025
Advisor changed firm
Fredy L Tun Cifuentes left B••••••• W••••• S•••••••• for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-02-14)
Form ADVobserved 7 days ago
Occurred
Jan 16, 2025
Advisor changed firm
Jonathan Sharg left B••••••• W••••• S•••••••• for Fisher Investments (registered 2025-01-16)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bcad573-ad94-f5f3-0639-5a2fd679dacf
First observed: Apr 5, 2022
Last observed: Aug 13, 2026 40 days 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.