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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

BEAM WEALTH ADVISORS, INC.

CRD 109867

COVINGTON, LA

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:47ba6e53-dc9c-a256-3f37-b36b2fd19534

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 58
Dated events: 18
On other graphs: 0
Observed: Mar 14, 2012 to Aug 13, 2026
69 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=0.86 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=16.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 25
RAUM per advisor: $64.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 27
Advisory employees: 27
Offices: 32Schedule D 1.F, beyond the principal office
Accounts: 5,324
Individual clients: 1,762
High net worth clients: 445
Custody, client assets: $616,327
SEC number: 801-60334
CRD: 109867
Filings on the tape: 69
First filed: Mar 14, 2012
Latest filed: Aug 13, 2026
Organised: Corporation, LA
Website: beamwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM JOSEPH ROMEO	n/a	COCONUT CREEK, FL	23	41	1	yes
ANDREW KEITH HOFFMAN	Certified Financial Planner	COVINGTON, LA \| MANDEVILLE, LA	18	29	n/a	no
JOSEPH MICHAEL O'SULLIVAN	Certified Financial Planner	New Orleans, LA	17	28	1	yes
JASON DAVID SANCHEZ	n/a	COVINGTON, LA \| New Orleans, LA	17	22	n/a	yes
JASON DEWAYNE SPEARS	n/a	Tupelo, MS \| Oxford, MS \| COLUMBUS, MS	13	23	1	yes
CAMERON L RAY	Personal Financial Specialist	TULLAHOMA, TN	12	29	1	yes
PHILIP ALLEN ROGERS	n/a	NEWTOWN SQUARE, PA	11	38	1	yes
JOSEPH ANDREW DAVIS	n/a	WEST HAVEN, UT	10	21	1	yes
FRANK CONGEMI	n/a	Rockaway Park, NY	8	40	2	yes
AARON WAYNE SCHULER	n/a	Midway, UT \| West Haven, UT	7	20	2	yes
AMY LYNN BETTS	n/a	Denver, CO	7	23	3	yes
GARRETT PAUL LEROUX	Certified Financial Planner	COVINGTON, LA \| Metairie, LA	4	15	3	yes
Bryant Thomas Swann	Certified Financial Planner\|Personal Financial Specialist	Tullahoma, TN	4	10	n/a	no
JEFFREY CHARLES CONE	Chartered Financial Analyst	COVINGTON, LA \| COLUMBUS, OH	3	12	2	no
BABURHAN GUCER	Certified Financial Planner\|Chartered Financial Consultant	Atlanta, GA \| Cumming, GA \| COVINGTON, LA	3	27	2	yes
JAIME ANDRES BENEDETTI	Certified Financial Planner	Atlanta, GA \| COVINGTON, LA \| Malaga, Andalusia, 29017	2	24	2	yes
CHERYL LOIS SCOUT	n/a	Jensen Beach, FL \| Atlanta, GA	2	25	5	no
HEATHER J GARDNER	Certified Financial Planner	Atlanta, GA \| JACKSONVILLE, FL \| COVINGTON, LA	2	15	3	yes
CHRISTOPHER A CRISTALLO	Certified Financial Planner	Atlanta, GA \| Marietta, GA	2	10	1	no
RUSSELL CLARKE	Certified Financial Planner	Atlanta, GA \| Chapel Hill, NC \| Decatur, GA	2	29	2	no
ERIK TOMAS ANHAUS	n/a	Atlanta, GA \| Mableton, GA	2	23	2	yes
ADAM MICHAEL HOWARD	Certified Financial Planner	Jacksonville, FL \| Atlanta, GA	2	14	3	no
JOHN EDWARD JARVISE	n/a	TUCSON, AZ \| ATLANTA, GA	1	27	1	no
Gabrielle Elizabeth Kong	n/a	Canton, GA \| Atlanta, GA	0	13	5	no
RYAN MATTHEW FLURIE	Certified Financial Planner	West Grove, PA \| COVINGTON, LA	0	15	5	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENEDETTI, JAIME, ANDRES	CHIEF EXECUTIVE OFFICER	D	yes	12/2021	Aug 13, 2026	Aug 13, 2026
BETTS, AMY, LYNN	CHIEF COMPLIANCE OFFICER	Na	yes	03/2015	Aug 13, 2026	Aug 13, 2026
Clouse, Jennifer, Danielle	CHIEF OPERATIONS OFFICER	Na	yes	03/2025	Aug 13, 2026	Aug 13, 2026
GUCER, BABURHAN	CHIEF FINANCIAL OFFICER	D	yes	12/2021	Aug 13, 2026	Aug 13, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BENEDETTI AND GUCER, INC.	n/a	Former SEC adviser	$572M	N	yes	n/a
BGA TEAMS INSURANCE AGENCY	n/a	n/a	n/a	Y	yes	n/a
CAMERON RAY	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	7	no
Atlanta	Ga	United States	2	no
Tullahoma	Tn	United States	2	no
Mandeville	La	United States	1	no
Columbus	Ms	United States	1	no
Oxford	Ms	United States	1	no
Tupelo	Ms	United States	1	no
NEWTOWN SQUARE	Pa	United States	1	no
Midway	Ut	United States	1	no
WEST HAVEN	Ut	United States	1	no
ROCK SPRINGS	Wy	United States	1	no
n/a	n/a	n/a	1	no
n/a	n/a	n/a	1	no
n/a	n/a	n/a	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 29, 2026	$1.6B	$1.6B	27	27	32	n/a	n/a
2024	Mar 31, 2025	$1.3B	$1.3B	17	17	29	n/a	n/a
2023	Mar 28, 2024	$577M	$557M	17	17	20	n/a	n/a
2022	Mar 29, 2023	$499M	$481M	18	18	14	n/a	n/a
2021	Mar 24, 2022	$506M	$506M	19	19	14	n/a	n/a
2020	Mar 24, 2021	$600M	$600M	24	24	18	n/a	n/a
2019	Mar 30, 2020	$556M	$556M	25	25	17	n/a	n/a
2018	Mar 29, 2019	$444M	$444M	26	26	20	n/a	n/a
2017	Mar 28, 2018	$466M	$0	28	28	20	n/a	n/a
2016	Mar 30, 2017	$373M	$373M	28	28	n/a	n/a	n/a
2015	Mar 24, 2016	$327M	$327M	27	27	n/a	n/a	n/a
2014	Mar 25, 2015	$233M	$233M	30	30	n/a	n/a	n/a
2013	Mar 27, 2014	$212M	$212M	24	21	n/a	n/a	n/a
2012	Mar 25, 2013	$144M	$144M	4	4	n/a	n/a	n/a
2011	Mar 14, 2012	$146M	$86.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	3	0	12.0%	1	1	0	12	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	$1.3B	21.8%	$499M	47.5%	27	17	32	29

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
IMPACT PARTNERSHIP WEALTH, LLC	2	Oct 8, 2024	Oct 23, 2024	METAIRIE, LA	Team lift out	RIA to RIA	7.7%
PFG ADVISORS	2	Dec 15, 2021	Jan 3, 2022	COVINGTON, LA	Team lift out	RIA to RIA	10.0%
PFG ADVISORS	2	Dec 15, 2021	Jan 3, 2022	ST PETERS, MO	Team lift out	RIA to RIA	10.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BENEDETTI, GUCER & ASSOCIATES	2	Jun 17, 2024	Jun 4, 2024	JACKSONVILLE, FL	Team lift out	RIA to RIA	20.0%
BENEDETTI, GUCER & ASSOCIATES	7	Jun 17, 2024	May 29, 2024	ATLANTA, GA	Firm absorbed	RIA to RIA	70.0%
PARK AVENUE SECURITIES LLC	2	Apr 30, 2019	Jul 1, 2019	ROCK SPRINGS, WY	Team lift out	Ibd to RIA	0.2%
UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.	3	Dec 31, 2015	Mar 9, 2015	ST LOUIS, MO	Firm absorbed	Other	60.0%

Relationships

Affiliated with (2)

→ BENEDETTI, GUCER & ASSOCIATESRegistered adviserother investment adviser, common control
factForm ADV
← BENEDETTI, GUCER & ASSOCIATESRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (47)

← RYAN MATTHEW FLURIEAdvisorregistration: current employment
Aug 6, 2026 to presentfactForm ADV
← Gabrielle Elizabeth KongAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← JOHN EDWARD JARVISEAdvisorregistration: current employment
Mar 5, 2025 to presentfactForm ADV
← ADAM MICHAEL HOWARDAdvisorregistration: current employment
Jun 4, 2024 to presentfactForm ADV
← ERIK TOMAS ANHAUSAdvisorregistration: current employment
May 29, 2024 to presentfactForm ADV
← RUSSELL CLARKEAdvisorregistration: current employment
May 28, 2024 to presentfactForm ADV
← HEATHER J GARDNERAdvisorregistration: current employment
Mar 19, 2024 to presentfactForm ADV
← CHRISTOPHER A CRISTALLOAdvisorregistration: current employment
Mar 19, 2024 to presentfactForm ADV
← CHERYL LOIS SCOUTAdvisorregistration: current employment
Mar 1, 2024 to presentfactForm ADV
← JAIME ANDRES BENEDETTIAdvisorregistration: current employment
Jan 4, 2024 to presentfactForm ADV
← BABURHAN GUCERAdvisorregistration: current employment
May 26, 2023 to presentfactForm ADV
← JEFFREY CHARLES CONEAdvisorregistration: current employment
Apr 3, 2023 to presentfactForm ADV
← Bryant Thomas SwannAdvisorregistration: current employment
Jun 10, 2022 to presentfactForm ADV
← GARRETT PAUL LEROUXAdvisorregistration: current employment
Feb 9, 2022 to presentfactForm ADV
← AMY LYNN BETTSAdvisorregistration: current employment
Jun 7, 2019 to presentfactForm ADV
← AARON WAYNE SCHULERAdvisorregistration: current employment
Apr 15, 2019 to presentfactForm ADV
← FRANK CONGEMIAdvisorregistration: current employment
May 4, 2018 to presentfactForm ADV
← JOSEPH ANDREW DAVISAdvisorregistration: current employment
Nov 10, 2015 to presentfactForm ADV
← PHILIP ALLEN ROGERSAdvisorregistration: current employment
Apr 6, 2015 to presentfactForm ADV
← CAMERON L RAYAdvisorregistration: current employment
Nov 8, 2013 to presentfactForm ADV
← JASON DEWAYNE SPEARSAdvisorregistration: current employment
Jun 11, 2013 to presentfactForm ADV
← JASON DAVID SANCHEZAdvisorregistration: current employment
Aug 18, 2009 to presentfactForm ADV
← JOSEPH MICHAEL O'SULLIVANAdvisorregistration: current employment
Jan 22, 2009 to presentfactForm ADV
← ANDREW KEITH HOFFMANAdvisorregistration: current employment
Oct 3, 2007 to presentfactForm ADV
← WILLIAM JOSEPH ROMEOAdvisorregistration: current employment
Feb 10, 2003 to presentfactForm ADV
← DAVID HENRY BERNARDAdvisorregistration: previous registration
Jan 8, 2018 to Jul 20, 2026factForm ADV
← Colton CampbellAdvisorregistration: previous registration
Mar 4, 2026 to Mar 27, 2026factForm ADV
← Arish Samir NuraniAdvisorregistration: previous registration
May 6, 2024 to Dec 18, 2025factForm ADV
← JOHN JUDE SCALLANAdvisorregistration: previous registration
Jul 19, 2018 to Oct 8, 2024factForm ADV
← Jordan Christopher ScallanAdvisorregistration: previous registration
Apr 6, 2021 to Oct 8, 2024factForm ADV
and 17 more

Moved with (5)

→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviser2 advisors, team lift out, same day
Oct 8, 2024 to Oct 23, 2024factForm ADV
← BENEDETTI, GUCER & ASSOCIATESRegistered adviser8 advisors, firm absorbed, same day
Jun 17, 2024 to Jun 4, 2024factForm ADV
→ PFG ADVISORSRegistered adviser2 advisors, team lift out, same day
Dec 15, 2021 to Jan 3, 2022factForm ADV
← PARK AVENUE SECURITIES LLCRegistered adviser2 advisors, team lift out, same day
Apr 30, 2019 to Jul 1, 2019factForm ADV
← UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.Registered adviser3 advisors, firm absorbed, same day
Dec 31, 2015 to Mar 9, 2015factForm ADV

Controls (2)

← GUCER, BABURHANOwnerCHIEF FINANCIAL OFFICER, ownership code D, individual
Jan 26, 2022 to Oct 9, 2024factForm ADV
← BENEDETTI, JAIME, ANDRESOwnerCHIEF EXECUTIVE OFFICER, ownership code D, individual
Jan 26, 2022 to Oct 9, 2024factForm ADV

Owns (1)

← BETTS, AMY, LYNNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 25, 2015 to Oct 9, 2024factForm ADV

Dated events

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

Occurred
Jul 20, 2026
Advisor changed firm
David Henry Bernard left Beam Wealth Advisors, Inc. for Knights Of Columbus Asset Advisors Llc (registered 2026-07-29)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2026
Advisor headcount changed
Beam Wealth Advisors, Inc. reported 27 state-registered advisory representatives, up from 17 (2025-12-26 to 2026-03-31)
Form ADVobserved 6 days ago
10 IARS
Occurred
Mar 27, 2026
Advisor changed firm
Colton Campbell left Beam Wealth Advisors, Inc. for Northwestern Mutual Investment Services,Llc (registered 2026-07-22)
Form ADVobserved 6 days ago
Occurred
Dec 18, 2025
Advisor changed firm
Arish Samir Nurani left Beam Wealth Advisors, Inc. for Onedigital (registered 2026-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2025
Regulatory AUM changed
Beam Wealth Advisors, Inc. reported RAUM $1.3B, up 128% from $577.4M (2024-10-09 to 2025-03-31)
Form ADVobserved 6 days ago
$737M
Occurred
Oct 8, 2024
Team lift-out
2 advisors left Beam Wealth Advisors, Inc. (Metairie, LA) for Impact Partnership Wealth, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Oct 8, 2024
Advisor changed firm
Jordan Christopher Scallan left Beam Wealth Advisors, Inc. for Impact Partnership Wealth, Llc (registered 2024-10-23)
Form ADVobserved 6 days ago
Occurred
Oct 8, 2024
Advisor changed firm
John Jude Scallan left Beam Wealth Advisors, Inc. for Impact Partnership Wealth, Llc (registered 2024-10-16)
Form ADVobserved 6 days ago
Occurred
Jun 17, 2024
Firm absorbed
Benedetti, Gucer & Associates's advisors moved to Beam Wealth Advisors, Inc. (Atlanta, GA): 8 of 10 registered, on the same day
Form ADVobserved 6 days ago
8 advisors
Occurred
Jun 17, 2024
Team lift-out
2 advisors left Benedetti, Gucer & Associates (Jacksonville, FL) for Beam Wealth Advisors, Inc. on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Oct 7, 2022
Advisor changed firm
Justin A Falzone left Beam Wealth Advisors, Inc. for Beta Wealth Group, Inc (registered 2022-10-12)
Form ADVobserved 6 days ago
Occurred
Apr 5, 2022
Advisor changed firm
Eric Christopher Dubroc left Beam Wealth Advisors, Inc. for Securities America Advisors, Inc. (registered 2022-04-07)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2022
Control person joined
Andres Jaime Benedetti (Chief Executive Officer) appeared on Schedule A of Beam Wealth Advisors, Inc.
Form ADVobserved 6 days ago
Occurred
Jan 26, 2022
Control person joined
Baburhan Gucer (Chief Financial Officer) appeared on Schedule A of Beam Wealth Advisors, Inc.
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Beam Wealth Advisors, Inc. reported RAUM $555.8M, up 25% from $444.2M (2020-02-04 to 2020-03-30)
Form ADVobserved 6 days ago
$112M
Occurred
Apr 2, 2018
Succession filed (Item 4)
Beam Asset Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Show 2 bookkeeping events

Occurred
Jun 25, 2024
Beam Wealth Advisors, Inc. reported 30 offices beyond its principal office, up from 20 (2024-03-28 to 2024-06-25)
Occurred
Mar 28, 2024
Beam Wealth Advisors, Inc. reported 20 offices beyond its principal office, up from 14 (2023-06-29 to 2024-03-28)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47ba6e53-dc9c-a256-3f37-b36b2fd19534
First observed: Mar 14, 2012
Last observed: Aug 13, 2026 39 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.

BEAM WEALTH ADVISORS, INC.

CRD 109867

COVINGTON, LA

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:47ba6e53-dc9c-a256-3f37-b36b2fd19534

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM JOSEPH ROMEO

n/a

COCONUT CREEK, FL

yes

ANDREW KEITH HOFFMAN

Certified Financial Planner

COVINGTON, LA | MANDEVILLE, LA

n/a

JOSEPH MICHAEL O'SULLIVAN

Certified Financial Planner

New Orleans, LA

yes

JASON DAVID SANCHEZ

n/a

COVINGTON, LA | New Orleans, LA

n/a

yes

JASON DEWAYNE SPEARS

n/a

Tupelo, MS | Oxford, MS | COLUMBUS, MS

yes

CAMERON L RAY

Personal Financial Specialist

TULLAHOMA, TN

yes

PHILIP ALLEN ROGERS

n/a

NEWTOWN SQUARE, PA

yes

JOSEPH ANDREW DAVIS

n/a

WEST HAVEN, UT

yes

FRANK CONGEMI

n/a

Rockaway Park, NY

yes

AARON WAYNE SCHULER

n/a

Midway, UT | West Haven, UT

yes

AMY LYNN BETTS

n/a

Denver, CO

yes

GARRETT PAUL LEROUX

Certified Financial Planner

COVINGTON, LA | Metairie, LA

yes

Bryant Thomas Swann

Certified Financial Planner|Personal Financial Specialist

Tullahoma, TN

n/a

JEFFREY CHARLES CONE

Chartered Financial Analyst

COVINGTON, LA | COLUMBUS, OH

BABURHAN GUCER

Certified Financial Planner|Chartered Financial Consultant

Atlanta, GA | Cumming, GA | COVINGTON, LA

yes

JAIME ANDRES BENEDETTI

Certified Financial Planner

Atlanta, GA | COVINGTON, LA | Malaga, Andalusia, 29017

yes

CHERYL LOIS SCOUT

n/a

Jensen Beach, FL | Atlanta, GA

HEATHER J GARDNER

Certified Financial Planner

Atlanta, GA | JACKSONVILLE, FL | COVINGTON, LA

yes

CHRISTOPHER A CRISTALLO

Certified Financial Planner

Atlanta, GA | Marietta, GA

RUSSELL CLARKE

Certified Financial Planner

Atlanta, GA | Chapel Hill, NC | Decatur, GA

ERIK TOMAS ANHAUS

n/a

Atlanta, GA | Mableton, GA

yes

ADAM MICHAEL HOWARD

Certified Financial Planner

Jacksonville, FL | Atlanta, GA

JOHN EDWARD JARVISE

n/a

TUCSON, AZ | ATLANTA, GA

Gabrielle Elizabeth Kong

n/a

Canton, GA | Atlanta, GA

RYAN MATTHEW FLURIE

Certified Financial Planner

West Grove, PA | COVINGTON, LA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENEDETTI, JAIME, ANDRES

CHIEF EXECUTIVE OFFICER

yes

12/2021

Aug 13, 2026

BETTS, AMY, LYNN

CHIEF COMPLIANCE OFFICER

yes

03/2015

Aug 13, 2026

Clouse, Jennifer, Danielle

CHIEF OPERATIONS OFFICER

yes

03/2025

Aug 13, 2026

GUCER, BABURHAN

CHIEF FINANCIAL OFFICER

yes

12/2021

Aug 13, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BENEDETTI AND GUCER, INC.

n/a

Former SEC adviser

$572M

yes

n/a

BGA TEAMS INSURANCE AGENCY

n/a

yes

n/a

CAMERON RAY

n/a

City

State

Country

Employees

Also broker-dealer

Atlanta

United States

Atlanta

United States

Tullahoma

United States

Mandeville

United States

Columbus

United States

Oxford

United States

Tupelo

United States

NEWTOWN SQUARE

United States

Midway

United States

WEST HAVEN

United States

ROCK SPRINGS

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$1.6B

n/a

2024

Mar 31, 2025

$1.3B

n/a

2023

Mar 28, 2024

$577M

$557M

n/a

2022

Mar 29, 2023

$499M

$481M

n/a

2021

Mar 24, 2022

$506M

n/a

2020

Mar 24, 2021

$600M

n/a

2019

Mar 30, 2020

$556M

n/a

2018

Mar 29, 2019

$444M

n/a

2017

Mar 28, 2018

$466M

n/a

2016

Mar 30, 2017

$373M

n/a

2015

Mar 24, 2016

$327M

n/a

2014

Mar 25, 2015

$233M

n/a

2013

Mar 27, 2014

$212M

n/a

2012

Mar 25, 2013

$144M

n/a

2011

Mar 14, 2012

$146M

$86.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

12.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$1.3B

21.8%

$499M

47.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

IMPACT PARTNERSHIP WEALTH, LLC

Oct 8, 2024

Oct 23, 2024

METAIRIE, LA

Team lift out

RIA to RIA

7.7%

PFG ADVISORS

Dec 15, 2021

Jan 3, 2022

COVINGTON, LA

Team lift out

RIA to RIA

10.0%

PFG ADVISORS

Dec 15, 2021

Jan 3, 2022

ST PETERS, MO

Team lift out

RIA to RIA

10.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BENEDETTI, GUCER & ASSOCIATES

Jun 17, 2024

Jun 4, 2024

JACKSONVILLE, FL

Team lift out

RIA to RIA

20.0%

BENEDETTI, GUCER & ASSOCIATES

Jun 17, 2024

May 29, 2024

ATLANTA, GA

Firm absorbed

RIA to RIA

70.0%

PARK AVENUE SECURITIES LLC

Apr 30, 2019

Jul 1, 2019

ROCK SPRINGS, WY

Team lift out

Ibd to RIA

0.2%

UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

Dec 31, 2015

Mar 9, 2015

ST LOUIS, MO

Firm absorbed

Other

60.0%